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 2023 | $1,989,920 | -3.6% | 4,655 | 0.0% | 0.66% | -3.2% |
| Q2 2023 | $2,063,469 | +8.3% | 4,655 | 0.0% | 0.68% | +1.8% |
| Q1 2023 | $1,905,711 | +7.0% | 4,655 | 0.0% | 0.67% | +4.9% |
| Q4 2022 | $1,780,212 | +7.0% | 4,655 | 0.0% | 0.64% | +9.5% |
| Q3 2022 | $1,663,000 | -5.3% | 4,655 | 0.0% | 0.58% | +2.8% |
| Q2 2022 | $1,756,000 | -16.5% | 4,655 | 0.0% | 0.56% | -10.2% |
| Q1 2022 | $2,102,000 | -4.9% | 4,655 | 0.0% | 0.63% | -11.3% |
| Q4 2021 | $2,211,000 | +20.2% | 4,655 | +8.6% | 0.71% | +17.2% |
| Q3 2021 | $1,839,000 | +4385.4% | 4,285 | +2042.5% | 0.60% | +7450.0% |
| Q4 2014 | $41,000 | +5.1% | 200 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $39,000 | 0.0% | 200 | 0.0% | 0.01% | +12.5% |
| Q2 2014 | $39,000 | +5.4% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $37,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $37,000 | +8.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $34,000 | +6.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $32,000 | – | 200 | – | 0.01% | – |
Download | ||||||
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% |