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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $541,000 | +10.6% | 1,140 | 0.0% | 0.13% | -1.6% |
| Q3 2021 | $489,000 | +0.4% | 1,140 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $487,000 | +8.0% | 1,140 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $451,000 | -49.1% | 1,140 | -51.9% | 0.13% | -51.7% |
| Q4 2020 | $886,000 | +11.9% | 2,370 | 0.0% | 0.26% | -1.1% |
| Q3 2020 | $792,000 | +8.5% | 2,370 | 0.0% | 0.26% | +2.7% |
| Q2 2020 | $730,000 | +19.7% | 2,370 | 0.0% | 0.26% | -1.5% |
| Q1 2020 | $610,000 | -19.8% | 2,370 | 0.0% | 0.26% | +2.0% |
| Q4 2019 | $761,000 | +8.3% | 2,370 | 0.0% | 0.26% | +0.8% |
| Q3 2019 | $703,000 | +1.3% | 2,370 | 0.0% | 0.25% | -2.7% |
| Q2 2019 | $694,000 | +3.7% | 2,370 | 0.0% | 0.26% | +16.0% |
| Q1 2019 | $669,000 | +13.2% | 2,370 | 0.0% | 0.22% | -2.2% |
| Q4 2018 | $591,000 | -14.1% | 2,370 | 0.0% | 0.23% | -1.7% |
| Q3 2018 | $688,000 | +7.2% | 2,370 | 0.0% | 0.23% | +2.6% |
| Q2 2018 | $642,000 | +3.2% | 2,370 | 0.0% | 0.23% | +2.2% |
| Q1 2018 | $622,000 | -1.6% | 2,370 | 0.0% | 0.22% | -0.4% |
| Q4 2017 | $632,000 | -18.7% | 2,370 | -23.4% | 0.22% | -19.4% |
| Q3 2017 | $777,000 | -48.0% | 3,095 | -50.0% | 0.28% | +6.1% |
| Q2 2017 | $1,494,000 | +105.5% | 6,190 | +100.0% | 0.26% | +5.6% |
| Q1 2017 | $727,000 | +5.2% | 3,095 | 0.0% | 0.25% | +5.5% |
| Q4 2016 | $691,000 | +3.4% | 3,095 | 0.0% | 0.24% | 0.0% |
| Q3 2016 | $668,000 | +63.7% | 3,095 | +58.3% | 0.24% | +63.2% |
| Q2 2016 | $408,000 | +1.7% | 1,955 | 0.0% | 0.14% | 0.0% |
| Q1 2016 | $401,000 | +1.0% | 1,955 | 0.0% | 0.14% | +1.4% |
| Q4 2015 | $397,000 | +6.4% | 1,955 | 0.0% | 0.14% | +16.4% |
| Q3 2015 | $373,000 | +37.1% | 1,955 | +47.5% | 0.12% | +47.0% |
| Q2 2015 | $272,000 | 0.0% | 1,325 | 0.0% | 0.08% | +2.5% |
| Q1 2015 | $272,000 | 0.0% | 1,325 | 0.0% | 0.08% | -3.6% |
| Q4 2014 | $272,000 | – | 1,325 | – | 0.08% | – |
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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% |