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 | $2,259,376 | -10.0% | 5,285 | -6.6% | 0.36% | -3.7% |
| Q2 2023 | $2,509,557 | +2.8% | 5,661 | -5.1% | 0.38% | -6.0% |
| Q1 2023 | $2,441,740 | +8.7% | 5,964 | +1.5% | 0.40% | +6.7% |
| Q4 2022 | $2,246,522 | +12.0% | 5,874 | +4.7% | 0.38% | +5.0% |
| Q3 2022 | $2,005,000 | -3.7% | 5,612 | +1.8% | 0.36% | +8.5% |
| Q2 2022 | $2,081,000 | -15.7% | 5,515 | +0.9% | 0.33% | -0.9% |
| Q1 2022 | $2,468,000 | -6.6% | 5,465 | -1.7% | 0.33% | -2.1% |
| Q4 2021 | $2,641,000 | +5.0% | 5,560 | -5.2% | 0.34% | -2.3% |
| Q3 2021 | $2,516,000 | +0.3% | 5,863 | +0.1% | 0.35% | -3.3% |
| Q2 2021 | $2,508,000 | +818.7% | 5,858 | +342.1% | 0.36% | +372.4% |
| Q2 2015 | $273,000 | -33.9% | 1,325 | -33.8% | 0.08% | -31.5% |
| Q1 2015 | $413,000 | – | 2,000 | – | 0.11% | – |
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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% |