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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $487,165 | -31.2% | 1,099 | -36.5% | 0.15% | -33.3% |
| Q1 2023 | $708,245 | +63.8% | 1,730 | -88.0% | 0.22% | +56.3% |
| Q4 2022 | $432,406 | +16.6% | 14,441 | -5.4% | 0.14% | +7.6% |
| Q2 2022 | $371,000 | -33.8% | 15,271 | -23.9% | 0.13% | -25.8% |
| Q1 2022 | $560,000 | -31.2% | 20,080 | +1007.6% | 0.18% | -29.9% |
| Q4 2021 | $814,000 | +23.0% | 1,813 | -92.1% | 0.25% | +14.4% |
| Q3 2021 | $662,000 | -61.0% | 22,921 | +55.8% | 0.22% | -60.6% |
| Q2 2021 | $1,696,000 | -44.2% | 14,709 | -71.3% | 0.56% | -50.1% |
| Q1 2021 | $3,038,000 | +120.3% | 51,224 | -67.8% | 1.13% | +85.1% |
| Q4 2020 | $1,379,000 | +56.9% | 158,906 | +2718.5% | 0.61% | +36.8% |
| Q3 2020 | $879,000 | +57.8% | 5,638 | -58.4% | 0.45% | +79.1% |
| Q2 2020 | $557,000 | +17.3% | 13,541 | -4.4% | 0.25% | +6.4% |
| Q1 2020 | $475,000 | +1058.5% | 14,159 | +18.0% | 0.23% | +1362.5% |
| Q4 2019 | $41,000 | -95.8% | 12,000 | +256.1% | 0.02% | -96.0% |
| Q3 2018 | $980,000 | +7.3% | 3,370 | -35.6% | 0.40% | +5.5% |
| Q2 2018 | $913,000 | -18.8% | 5,233 | +22.5% | 0.38% | -21.8% |
| Q1 2018 | $1,124,000 | -71.5% | 4,272 | -71.1% | 0.49% | -69.0% |
| Q4 2017 | $3,950,000 | +423.9% | 14,800 | +393.3% | 1.58% | +366.7% |
| Q3 2017 | $754,000 | – | 3,000 | – | 0.34% | – |
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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% |