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 | $3,613,364 | -7.6% | 8,453 | -4.2% | 2.41% | +0.8% |
| Q2 2023 | $3,909,934 | +6.4% | 8,820 | -1.7% | 2.40% | +3.5% |
| Q1 2023 | $3,673,951 | +7.8% | 8,974 | +0.7% | 2.32% | +2.4% |
| Q4 2022 | $3,407,414 | +6.6% | 8,910 | -0.4% | 2.26% | +0.0% |
| Q3 2022 | $3,196,000 | -1.4% | 8,947 | +4.1% | 2.26% | +4.1% |
| Q2 2022 | $3,241,000 | +15.9% | 8,592 | +38.7% | 2.17% | +29.3% |
| Q1 2022 | $2,797,000 | -5.4% | 6,193 | -0.5% | 1.68% | -4.0% |
| Q4 2021 | $2,957,000 | +2.4% | 6,225 | -7.5% | 1.75% | -4.9% |
| Q3 2021 | $2,888,000 | -2.3% | 6,729 | -0.1% | 1.84% | +0.6% |
| Q2 2021 | $2,955,000 | +7.0% | 6,733 | -3.4% | 1.83% | -5.2% |
| Q1 2021 | $2,762,000 | -34.6% | 6,969 | -38.3% | 1.93% | -39.1% |
| Q4 2020 | $4,223,000 | +2.2% | 11,296 | -8.4% | 3.17% | -9.2% |
| Q3 2020 | $4,131,000 | +8.1% | 12,335 | -2.8% | 3.49% | -3.0% |
| Q2 2020 | $3,821,000 | -40.4% | 12,688 | -49.0% | 3.60% | -44.3% |
| Q1 2020 | $6,410,000 | +8.1% | 24,870 | +22.9% | 6.46% | +25.7% |
| Q2 2019 | $5,929,000 | +4.1% | 20,236 | +0.3% | 5.14% | +3.2% |
| Q1 2019 | $5,698,000 | +12.7% | 20,172 | -0.2% | 4.98% | +1.3% |
| Q4 2018 | $5,054,000 | -28.0% | 20,222 | -16.3% | 4.92% | -2.8% |
| Q3 2018 | $7,024,000 | +1.5% | 24,160 | -5.3% | 5.06% | +5.7% |
| Q2 2018 | $6,919,000 | +34.9% | 25,504 | +30.8% | 4.79% | +58.7% |
| Q1 2018 | $5,130,000 | -1.0% | 19,493 | +0.4% | 3.02% | -2.7% |
| Q4 2017 | $5,182,000 | +5.9% | 19,417 | -0.3% | 3.10% | +10.6% |
| Q3 2017 | $4,891,000 | +6.3% | 19,467 | +2.3% | 2.80% | +2.0% |
| Q2 2017 | $4,599,000 | +9.5% | 19,021 | +6.8% | 2.75% | +10.2% |
| Q1 2017 | $4,199,000 | -5.2% | 17,810 | -10.1% | 2.50% | -12.4% |
| Q4 2016 | $4,429,000 | -1.7% | 19,813 | -4.9% | 2.85% | -5.0% |
| Q3 2016 | $4,504,000 | -1.7% | 20,823 | -4.8% | 3.00% | -1.6% |
| Q2 2016 | $4,580,000 | +16.9% | 21,863 | +14.7% | 3.05% | +10.6% |
| Q1 2016 | $3,918,000 | -1.3% | 19,063 | -2.1% | 2.76% | +9.1% |
| Q4 2015 | $3,968,000 | -12.7% | 19,463 | -18.0% | 2.53% | -15.4% |
| Q3 2015 | $4,547,000 | +1.2% | 23,728 | +8.7% | 2.99% | +21.0% |
| Q2 2015 | $4,492,000 | -5.9% | 21,824 | -5.7% | 2.47% | -3.9% |
| Q1 2015 | $4,776,000 | +29.2% | 23,134 | +28.6% | 2.57% | +17.2% |
| Q4 2014 | $3,696,000 | +94.1% | 17,984 | +86.1% | 2.19% | +91.9% |
| Q3 2014 | $1,904,000 | +32.9% | 9,662 | +26.1% | 1.14% | +47.1% |
| Q1 2014 | $1,433,000 | +4.0% | 7,662 | +2.7% | 0.78% | -6.9% |
| Q4 2013 | $1,378,000 | +9.8% | 7,462 | -0.1% | 0.84% | +5.0% |
| Q3 2013 | $1,255,000 | +3.3% | 7,472 | -1.3% | 0.80% | +3.7% |
| Q2 2013 | $1,215,000 | – | 7,572 | – | 0.77% | – |
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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% |