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 | $632,227 | -3.2% | 1,478 | +0.3% | 0.47% | -9.6% |
| Q2 2023 | $653,409 | +8.6% | 1,474 | +0.3% | 0.52% | -7.6% |
| Q1 2023 | $601,430 | -93.7% | 1,469 | -94.2% | 0.57% | -92.2% |
| Q2 2022 | $9,516,000 | +823.0% | 25,224 | +1004.9% | 7.26% | +550.1% |
| Q1 2022 | $1,031,000 | +34.2% | 2,283 | +41.3% | 1.12% | +117.1% |
| Q4 2021 | $768,000 | +172.3% | 1,616 | +146.0% | 0.51% | +195.4% |
| Q3 2021 | $282,000 | -1.7% | 657 | -9.4% | 0.17% | -18.7% |
| Q1 2021 | $287,000 | -49.6% | 725 | -52.5% | 0.21% | -51.4% |
| Q4 2020 | $570,000 | +51.6% | 1,525 | +35.7% | 0.44% | -5.6% |
| Q3 2020 | $376,000 | -3.8% | 1,124 | -11.2% | 0.47% | +5.0% |
| Q2 2020 | $391,000 | +70.7% | 1,266 | +42.2% | 0.44% | -19.1% |
| Q1 2020 | $229,000 | +11.2% | 890 | +26.4% | 0.55% | +256.5% |
| Q2 2019 | $206,000 | -29.0% | 704 | -39.3% | 0.15% | -45.2% |
| Q4 2018 | $290,000 | +31.8% | 1,159 | +53.1% | 0.28% | +119.5% |
| Q3 2018 | $220,000 | -2.7% | 757 | -11.8% | 0.13% | -7.2% |
| Q1 2018 | $226,000 | -6.6% | 858 | -20.6% | 0.14% | -49.3% |
| Q4 2016 | $242,000 | +13.1% | 1,081 | +9.2% | 0.27% | +12.4% |
| Q3 2016 | $214,000 | -31.8% | 990 | -33.9% | 0.24% | -25.5% |
| Q2 2016 | $314,000 | -86.2% | 1,498 | -86.4% | 0.32% | -79.6% |
| Q4 2014 | $2,272,000 | – | 11,052 | – | 1.59% | – |
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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% |