SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,361 filers reported holding SPDR S&P 500 ETF TR in Q3 2023. The put-call ratio across all filers is 1.94 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641 | -3.6% | 1,500 | 0.0% | 0.62% | +8.9% |
| Q2 2023 | $665 | +8.3% | 1,500 | 0.0% | 0.57% | +3.4% |
| Q1 2023 | $614 | +7.0% | 1,500 | 0.0% | 0.55% | -17.3% |
| Q4 2022 | $574 | -99.9% | 1,500 | 0.0% | 0.67% | +24.0% |
| Q3 2022 | $536,000 | -23.4% | 1,500 | -3.2% | 0.54% | +5.1% |
| Q1 2022 | $700,000 | -4.9% | 1,550 | 0.0% | 0.51% | -1.0% |
| Q4 2021 | $736,000 | +10.7% | 1,550 | 0.0% | 0.52% | +8.4% |
| Q3 2021 | $665,000 | -0.7% | 1,550 | -1.0% | 0.48% | +10.4% |
| Q2 2021 | $670,000 | +6.3% | 1,565 | -1.6% | 0.43% | +0.9% |
| Q1 2021 | $630,000 | +6.1% | 1,590 | 0.0% | 0.43% | +3.4% |
| Q4 2020 | $594,000 | +11.7% | 1,590 | 0.0% | 0.41% | -6.1% |
| Q3 2020 | $532,000 | +8.6% | 1,590 | 0.0% | 0.44% | -5.0% |
| Q2 2020 | $490,000 | +18.1% | 1,590 | +23.3% | 0.46% | +40.7% |
| Q1 2020 | $415,000 | 0.0% | 1,290 | 0.0% | 0.33% | 0.0% |
| Q4 2019 | $415,000 | +43.6% | 1,290 | +32.3% | 0.33% | +31.1% |
| Q3 2019 | $289,000 | – | 975 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |