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 | $13,905,924 | -6.9% | 32,530 | -3.5% | 1.96% | -3.1% |
| Q2 2023 | $14,936,320 | +7.0% | 33,695 | -1.2% | 2.02% | +3.6% |
| Q1 2023 | $13,962,655 | +5846.3% | 34,106 | +5454.7% | 1.95% | +5477.1% |
| Q4 2022 | $234,812 | -98.1% | 614 | -98.2% | 0.04% | -98.2% |
| Q3 2022 | $12,297,000 | -6.8% | 34,428 | -1.5% | 1.97% | -3.9% |
| Q2 2022 | $13,188,000 | -19.4% | 34,957 | -3.5% | 2.05% | -6.6% |
| Q1 2022 | $16,367,000 | +146.5% | 36,239 | +159.2% | 2.20% | +111.8% |
| Q4 2021 | $6,640,000 | +10.5% | 13,981 | -0.1% | 1.04% | +0.8% |
| Q3 2021 | $6,009,000 | +0.5% | 14,002 | +0.2% | 1.03% | -1.0% |
| Q2 2021 | $5,982,000 | -34.3% | 13,974 | -39.1% | 1.04% | -36.0% |
| Q1 2021 | $9,101,000 | +16.8% | 22,962 | +10.2% | 1.63% | +9.5% |
| Q4 2020 | $7,789,000 | +16.5% | 20,833 | +4.3% | 1.48% | +3.1% |
| Q3 2020 | $6,687,000 | +4.2% | 19,969 | -4.1% | 1.44% | -3.5% |
| Q2 2020 | $6,419,000 | +27.3% | 20,817 | +6.4% | 1.49% | +6.9% |
| Q1 2020 | $5,042,000 | -17.3% | 19,561 | +3.2% | 1.40% | +7.4% |
| Q4 2019 | $6,098,000 | +6.0% | 18,947 | -2.3% | 1.30% | -2.4% |
| Q3 2019 | $5,753,000 | -0.8% | 19,384 | -2.1% | 1.33% | -0.8% |
| Q2 2019 | $5,799,000 | – | 19,792 | – | 1.34% | – |
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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% |