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 | $723,097 | +3.4% | 1,692 | +7.3% | 0.25% | +5.9% |
| Q2 2023 | $699,265 | +30.5% | 1,577 | +20.5% | 0.24% | +25.8% |
| Q1 2023 | $536,006 | -57.1% | 1,309 | -59.9% | 0.19% | -58.5% |
| Q4 2022 | $1,248,266 | +2.1% | 3,264 | -4.7% | 0.46% | -11.2% |
| Q3 2022 | $1,223,000 | +8.0% | 3,424 | +15.0% | 0.52% | +12.2% |
| Q2 2022 | $1,132,000 | -20.3% | 2,977 | -4.2% | 0.46% | -10.0% |
| Q1 2022 | $1,420,000 | -2.1% | 3,109 | +1.8% | 0.51% | -1.2% |
| Q4 2021 | $1,450,000 | -3.7% | 3,053 | -12.0% | 0.52% | -10.7% |
| Q3 2021 | $1,506,000 | +329.1% | 3,468 | +337.3% | 0.58% | +328.9% |
| Q2 2021 | $351,000 | +11.8% | 793 | 0.0% | 0.14% | +4.7% |
| Q1 2021 | $314,000 | +11.3% | 793 | +5.0% | 0.13% | +4.9% |
| Q4 2020 | $282,000 | +11.5% | 755 | 0.0% | 0.12% | -7.5% |
| Q3 2020 | $253,000 | +8.1% | 755 | -0.7% | 0.13% | -2.9% |
| Q2 2020 | $234,000 | -5.6% | 760 | -1.2% | 0.14% | +2.2% |
| Q4 2019 | $248,000 | +8.8% | 769 | 0.0% | 0.13% | +1.5% |
| Q3 2019 | $228,000 | – | 769 | – | 0.13% | – |
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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% |