SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,842 filers reported holding SPDR S&P 500 ETF TR in Q3 2021. The put-call ratio across all filers is 1.82 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,773,000 | -20.7% | 4,963 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $2,237,000 | -4.9% | 4,952 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,352,000 | +10.7% | 4,952 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,125,000 | +19.1% | 4,952 | +18.8% | 0.00% | 0.0% |
| Q2 2021 | $1,784,000 | +22200.0% | 4,167 | +6.1% | 0.00% | – |
| Q1 2021 | $8,000 | -95.7% | 3,929 | +695.3% | 0.00% | – |
| Q4 2020 | $185,000 | -87.0% | 494 | -88.4% | 0.00% | -100.0% |
| Q3 2020 | $1,422,000 | +211.2% | 4,247 | +186.6% | 0.00% | +100.0% |
| Q2 2020 | $457,000 | – | 1,482 | -66.9% | 0.00% | – |
| Q4 2019 | $0 | – | 4,480 | +41.3% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 3,171 | +2.6% | 0.00% | -100.0% |
| Q2 2019 | $906,000 | +55.1% | 3,091 | +49.4% | 0.00% | +100.0% |
| Q1 2019 | $584,000 | – | 2,069 | – | 0.00% | – |
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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% |