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 | $5,948,968 | +93.1% | 13,866 | +84.5% | 0.94% | +90.1% |
| Q2 2023 | $3,080,855 | +31.1% | 7,516 | +30.9% | 0.49% | -20.6% |
| Q1 2023 | $2,349,980 | +6.7% | 5,740 | -0.3% | 0.62% | -27.2% |
| Q4 2022 | $2,201,926 | +15.6% | 5,758 | +8.0% | 0.85% | -1.4% |
| Q3 2022 | $1,904,000 | -6.1% | 5,331 | -0.8% | 0.87% | -8.0% |
| Q2 2022 | $2,027,000 | -24.5% | 5,372 | -9.7% | 0.94% | -9.7% |
| Q1 2022 | $2,686,000 | -3.2% | 5,948 | +1.8% | 1.04% | -13.9% |
| Q4 2021 | $2,776,000 | +11.8% | 5,844 | +1.0% | 1.21% | -3.9% |
| Q3 2021 | $2,484,000 | +20.7% | 5,788 | +20.4% | 1.26% | +14.6% |
| Q2 2021 | $2,058,000 | +13.9% | 4,807 | +5.4% | 1.10% | -9.0% |
| Q1 2021 | $1,807,000 | -1.2% | 4,560 | -6.8% | 1.21% | -11.4% |
| Q4 2020 | $1,829,000 | +10.1% | 4,891 | -1.4% | 1.36% | -9.5% |
| Q3 2020 | $1,661,000 | +8.9% | 4,960 | +0.3% | 1.51% | -0.9% |
| Q2 2020 | $1,525,000 | -6.6% | 4,944 | -21.9% | 1.52% | +18.4% |
| Q1 2020 | $1,632,000 | +6.3% | 6,331 | +32.8% | 1.28% | +37.9% |
| Q4 2019 | $1,535,000 | – | 4,769 | – | 0.93% | – |
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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% |