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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $517,000 | -34.8% | 1,144 | -31.5% | 0.16% | -29.1% |
| Q4 2021 | $793,000 | -19.1% | 1,670 | -26.9% | 0.23% | -27.2% |
| Q3 2021 | $980,000 | +2548.6% | 2,284 | +1741.9% | 0.31% | +1633.3% |
| Q3 2019 | $37,000 | +2.8% | 124 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $36,000 | +2.9% | 124 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $35,000 | -83.2% | 124 | -85.1% | 0.02% | -85.1% |
| Q4 2018 | $208,000 | +477.8% | 834 | +572.6% | 0.12% | +706.7% |
| Q3 2018 | $36,000 | +56.5% | 124 | +47.6% | 0.02% | +50.0% |
| Q2 2018 | $23,000 | +666.7% | 84 | +740.0% | 0.01% | +900.0% |
| Q1 2018 | $3,000 | -99.0% | 10 | -99.5% | 0.00% | -99.6% |
| Q2 2013 | $294,000 | – | 1,830 | – | 0.28% | – |
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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% |