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 | $206,010 | -5.1% | 468 | -22.6% | 0.05% | -2.0% |
| Q3 2022 | $217,000 | -86.2% | 605 | -81.7% | 0.05% | -82.9% |
| Q4 2021 | $1,575,000 | +10.7% | 3,315 | 0.0% | 0.30% | +8.3% |
| Q3 2021 | $1,423,000 | +399.3% | 3,315 | +397.7% | 0.28% | +392.9% |
| Q2 2021 | $285,000 | -10.9% | 666 | -17.5% | 0.06% | -22.2% |
| Q1 2021 | $320,000 | -58.2% | 807 | -60.6% | 0.07% | -78.4% |
| Q4 2020 | $766,000 | +200.4% | 2,048 | +168.8% | 0.33% | +438.7% |
| Q3 2020 | $255,000 | – | 762 | – | 0.06% | – |
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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% |