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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,922,052 | +13.5% | 81,738 | +221.3% | 5.55% | +0.0% |
| Q1 2023 | $10,502,509 | +3831.0% | 25,440 | +3539.5% | 5.54% | +3301.2% |
| Q4 2022 | $267,169 | -7.5% | 699 | +15.0% | 0.16% | -7.9% |
| Q4 2021 | $288,857 | -27.9% | 608 | -34.8% | 0.18% | -25.9% |
| Q3 2021 | $400,449 | +1.5% | 933 | +1.2% | 0.24% | -11.2% |
| Q2 2021 | $394,495 | +6.2% | 922 | -1.6% | 0.27% | -7.6% |
| Q1 2021 | $371,380 | +5.9% | 937 | -0.1% | 0.29% | -1.0% |
| Q4 2020 | $350,801 | -34.0% | 938 | -40.9% | 0.29% | -41.7% |
| Q3 2020 | $531,904 | +76.1% | 1,588 | +62.0% | 0.50% | -17.0% |
| Q2 2020 | $302,050 | +23.1% | 980 | +2.9% | 0.61% | +73.9% |
| Q1 2020 | $245,451 | – | 952 | – | 0.35% | – |
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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% |