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 | $441,569 | -25.8% | 1,033 | -23.1% | 0.37% | -22.4% |
| Q2 2023 | $595,138 | +5.1% | 1,343 | -2.9% | 0.48% | +4.8% |
| Q1 2023 | $566,258 | -36.8% | 1,383 | -40.9% | 0.46% | -35.8% |
| Q4 2022 | $895,652 | +6.9% | 2,342 | -0.1% | 0.72% | -1.6% |
| Q3 2022 | $838,000 | -0.9% | 2,345 | +4.6% | 0.73% | +3.6% |
| Q2 2022 | $846,000 | -30.7% | 2,242 | -17.1% | 0.70% | -19.7% |
| Q1 2022 | $1,221,000 | -2.6% | 2,704 | +2.4% | 0.88% | +4.3% |
| Q4 2021 | $1,254,000 | -5.4% | 2,641 | -14.5% | 0.84% | +1.0% |
| Q3 2021 | $1,326,000 | -0.7% | 3,089 | -1.0% | 0.83% | +7.8% |
| Q2 2021 | $1,335,000 | +83.6% | 3,119 | +70.1% | 0.77% | +62.1% |
| Q1 2021 | $727,000 | +39.8% | 1,834 | +31.8% | 0.48% | +28.9% |
| Q4 2020 | $520,000 | +11.6% | 1,392 | 0.0% | 0.37% | +4.5% |
| Q3 2020 | $466,000 | +8.6% | 1,392 | 0.0% | 0.35% | +10.3% |
| Q2 2020 | $429,000 | -9.3% | 1,392 | -24.1% | 0.32% | -22.1% |
| Q1 2020 | $473,000 | -33.3% | 1,835 | -16.7% | 0.41% | +1.5% |
| Q4 2019 | $709,000 | +3.5% | 2,204 | -4.5% | 0.41% | +1.2% |
| Q3 2019 | $685,000 | -5.5% | 2,309 | -6.7% | 0.40% | -5.9% |
| Q2 2019 | $725,000 | +18.1% | 2,474 | +13.8% | 0.43% | +4.9% |
| Q1 2019 | $614,000 | +20.9% | 2,174 | +6.9% | 0.41% | +7.1% |
| Q4 2018 | $508,000 | -64.8% | 2,034 | -59.1% | 0.38% | -66.4% |
| Q3 2018 | $1,445,000 | – | 4,971 | – | 1.13% | – |
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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% |