SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723,463 | +7.6% | 1,692 | +11.5% | 0.43% | +15.8% |
| Q2 2023 | $672,608 | +26.0% | 1,517 | +16.3% | 0.37% | +17.7% |
| Q1 2023 | $533,965 | +7.3% | 1,304 | +0.2% | 0.32% | 0.0% |
| Q4 2022 | $497,632 | +9.9% | 1,301 | +2.5% | 0.32% | +1.3% |
| Q3 2022 | $453,000 | -0.9% | 1,269 | +4.7% | 0.31% | +5.7% |
| Q2 2022 | $457,000 | +0.2% | 1,212 | +20.1% | 0.30% | +23.3% |
| Q1 2022 | $456,000 | -10.6% | 1,009 | -6.0% | 0.24% | -8.4% |
| Q4 2021 | $510,000 | +12.3% | 1,073 | +1.4% | 0.26% | -0.4% |
| Q3 2021 | $454,000 | +8.6% | 1,058 | +8.4% | 0.26% | +6.5% |
| Q2 2021 | $418,000 | -59.0% | 976 | -62.0% | 0.25% | -61.5% |
| Q1 2021 | $1,019,000 | +257.5% | 2,570 | +236.8% | 0.64% | +260.7% |
| Q4 2020 | $285,000 | +19.7% | 763 | +7.3% | 0.18% | +4.1% |
| Q3 2020 | $238,000 | +8.7% | 711 | 0.0% | 0.17% | +0.6% |
| Q2 2020 | $219,000 | -61.1% | 711 | -69.5% | 0.17% | -68.0% |
| Q2 2017 | $563,000 | +2.6% | 2,330 | 0.0% | 0.53% | -3.5% |
| Q1 2017 | $549,000 | +5.4% | 2,330 | 0.0% | 0.55% | -1.4% |
| Q4 2016 | $521,000 | -14.9% | 2,330 | -17.7% | 0.56% | -21.0% |
| Q3 2016 | $612,000 | +3.2% | 2,830 | 0.0% | 0.71% | +1.9% |
| Q2 2016 | $593,000 | +1.9% | 2,830 | 0.0% | 0.69% | -1.7% |
| Q1 2016 | $582,000 | -1.0% | 2,830 | -7.8% | 0.70% | +0.1% |
| Q3 2015 | $588,000 | +61.5% | 3,070 | +73.3% | 0.70% | +69.2% |
| Q4 2014 | $364,000 | – | 1,772 | – | 0.42% | – |
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% |