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 | $10,157,818 | -3.7% | 23,762 | -0.1% | 0.76% | +1.5% |
| Q2 2023 | $10,543,995 | +9.4% | 23,786 | +1.0% | 0.75% | +2.6% |
| Q1 2023 | $9,640,086 | +12.6% | 23,547 | +5.2% | 0.73% | +1.1% |
| Q4 2022 | $8,562,265 | +25.2% | 22,390 | +16.9% | 0.72% | -8.8% |
| Q3 2022 | $6,839,000 | -4.8% | 19,147 | +0.6% | 0.79% | -6.8% |
| Q2 2022 | $7,181,000 | -17.2% | 19,036 | -0.9% | 0.85% | +9.1% |
| Q1 2022 | $8,672,000 | -4.9% | 19,201 | +0.0% | 0.78% | -3.9% |
| Q4 2021 | $9,119,000 | +10.7% | 19,200 | +0.0% | 0.81% | -8.7% |
| Q3 2021 | $8,238,000 | +0.5% | 19,196 | +0.3% | 0.89% | +6.2% |
| Q2 2021 | $8,195,000 | +7.9% | 19,144 | -0.1% | 0.84% | -17.6% |
| Q1 2021 | $7,597,000 | +173.3% | 19,168 | +157.7% | 1.02% | +118.2% |
| Q4 2020 | $2,780,000 | +7.0% | 7,437 | -4.2% | 0.47% | -14.3% |
| Q3 2020 | $2,599,000 | -4.1% | 7,761 | -11.6% | 0.54% | -1.3% |
| Q2 2020 | $2,709,000 | +19.2% | 8,784 | -0.4% | 0.55% | +3.0% |
| Q1 2020 | $2,272,000 | -15.3% | 8,815 | +5.8% | 0.54% | +17.6% |
| Q4 2019 | $2,682,000 | +5.4% | 8,332 | -2.8% | 0.46% | -7.1% |
| Q3 2019 | $2,544,000 | +32.5% | 8,573 | +30.9% | 0.49% | +30.3% |
| Q2 2019 | $1,920,000 | +3.8% | 6,551 | +0.0% | 0.38% | +1.1% |
| Q1 2019 | $1,850,000 | +10.4% | 6,550 | -2.3% | 0.37% | -0.5% |
| Q4 2018 | $1,676,000 | -14.8% | 6,705 | -0.9% | 0.37% | -23.0% |
| Q3 2018 | $1,968,000 | -2.5% | 6,768 | -9.0% | 0.49% | -6.9% |
| Q2 2018 | $2,019,000 | +16.0% | 7,441 | +12.5% | 0.52% | +9.9% |
| Q1 2018 | $1,740,000 | -3.0% | 6,612 | -1.7% | 0.48% | -4.2% |
| Q4 2017 | $1,794,000 | +8.0% | 6,723 | +1.7% | 0.50% | +8.3% |
| Q3 2017 | $1,661,000 | +24.0% | 6,610 | +19.4% | 0.46% | +32.4% |
| Q2 2017 | $1,339,000 | -0.4% | 5,536 | -3.0% | 0.35% | +3.3% |
| Q1 2017 | $1,345,000 | +105.7% | 5,707 | +95.0% | 0.34% | +98.2% |
| Q4 2016 | $654,000 | +3.5% | 2,926 | +0.1% | 0.17% | -2.9% |
| Q3 2016 | $632,000 | -8.4% | 2,924 | -18.4% | 0.17% | -8.4% |
| Q2 2016 | $690,000 | +1.0% | 3,584 | +7.9% | 0.19% | +9.2% |
| Q1 2016 | $683,000 | +1.0% | 3,321 | +0.2% | 0.17% | +4.8% |
| Q4 2015 | $676,000 | -49.4% | 3,315 | -52.4% | 0.17% | -7.8% |
| Q3 2015 | $1,336,000 | +91.4% | 6,970 | +105.7% | 0.18% | -1.6% |
| Q2 2015 | $698,000 | +1.6% | 3,388 | +1.9% | 0.18% | +4.6% |
| Q1 2015 | $687,000 | -7.3% | 3,326 | -7.6% | 0.18% | -20.1% |
| Q4 2014 | $741,000 | +5.0% | 3,601 | -4.0% | 0.22% | +2.8% |
| Q3 2014 | $706,000 | +0.6% | 3,750 | +4.6% | 0.21% | -6.6% |
| Q2 2014 | $702,000 | +4.9% | 3,584 | +0.2% | 0.23% | +2.2% |
| Q1 2014 | $669,000 | +0.9% | 3,577 | -0.3% | 0.22% | -3.9% |
| Q4 2013 | $663,000 | +7.5% | 3,586 | -2.2% | 0.23% | +1.8% |
| Q3 2013 | $617,000 | +5.8% | 3,668 | +1.0% | 0.23% | -0.9% |
| Q2 2013 | $583,000 | – | 3,632 | – | 0.23% | – |
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% |