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 | $1,822,753 | +7.8% | 4,264 | +11.8% | 1.33% | +8.7% |
| Q2 2023 | $1,691,082 | +8.7% | 3,815 | +0.4% | 1.22% | +1.7% |
| Q1 2023 | $1,555,167 | +16.1% | 3,799 | +1.4% | 1.20% | +9.7% |
| Q3 2022 | $1,339,000 | -3.0% | 3,748 | +2.4% | 1.10% | +5.8% |
| Q2 2022 | $1,381,000 | -13.0% | 3,661 | +4.2% | 1.04% | +9.7% |
| Q1 2022 | $1,587,000 | +1.9% | 3,513 | +7.2% | 0.95% | +7.3% |
| Q4 2021 | $1,557,000 | +23.0% | 3,278 | +11.5% | 0.88% | +3.6% |
| Q3 2021 | $1,266,000 | +11.6% | 2,941 | +11.4% | 0.85% | +26.4% |
| Q2 2021 | $1,134,000 | +11.4% | 2,641 | +2.8% | 0.67% | +0.7% |
| Q1 2021 | $1,018,000 | +32.4% | 2,568 | +11.8% | 0.67% | +18.4% |
| Q3 2020 | $769,000 | +17.6% | 2,296 | +8.4% | 0.56% | +14.9% |
| Q2 2020 | $654,000 | +22.9% | 2,119 | +2.8% | 0.49% | +2.5% |
| Q1 2020 | $532,000 | -12.4% | 2,062 | +9.4% | 0.48% | +38.8% |
| Q4 2019 | $607,000 | +40.2% | 1,884 | +29.1% | 0.34% | +32.7% |
| Q3 2019 | $433,000 | +11.3% | 1,459 | +9.9% | 0.26% | +12.1% |
| Q2 2019 | $389,000 | +4.3% | 1,328 | +0.7% | 0.23% | +1.3% |
| Q1 2019 | $373,000 | +39.7% | 1,319 | +23.6% | 0.23% | +28.7% |
| Q4 2018 | $267,000 | -8.9% | 1,067 | +5.7% | 0.18% | +7.2% |
| Q3 2018 | $293,000 | – | 1,009 | – | 0.17% | – |
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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% |