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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,937,000 | +192.4% | 37,500 | +177.8% | 54.93% | +111.9% |
| Q3 2021 | $5,793,000 | +1092.0% | 13,500 | +792.9% | 25.92% | +11368.1% |
| Q4 2019 | $486,000 | -72.2% | 1,512 | -78.4% | 0.23% | -97.3% |
| Q4 2018 | $1,750,000 | -84.3% | 7,000 | -86.0% | 8.29% | -78.1% |
| Q4 2016 | $11,154,000 | +3007.0% | 49,900 | -50.1% | 37.91% | +4754.4% |
| Q3 2016 | $359,000 | -95.9% | 100,000 | -71.2% | 0.78% | -97.4% |
| Q2 2016 | $8,721,000 | +1551.7% | 347,000 | +247.0% | 29.79% | +9327.2% |
| Q3 2015 | $528,000 | -6.9% | 100,000 | +42.9% | 0.32% | +58.0% |
| Q2 2015 | $567,000 | -27.6% | 70,000 | 0.0% | 0.20% | -24.2% |
| Q1 2015 | $783,000 | +1405.8% | 70,000 | +16.7% | 0.26% | +1660.0% |
| Q4 2014 | $52,000 | -94.5% | 60,000 | -87.2% | 0.02% | -95.4% |
| Q3 2014 | $952,000 | +100.8% | 470,000 | +74.1% | 0.32% | +125.9% |
| Q1 2014 | $474,000 | – | 270,000 | – | 0.14% | – |
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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% |