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 | $1,496,967 | +33.8% | 4,137 | +29.1% | 0.38% | +37.1% |
| Q2 2023 | $1,119,110 | -67.7% | 3,205 | -60.8% | 0.28% | -77.5% |
| Q1 2023 | $3,469,000 | -37.5% | 8,170 | +122.6% | 1.24% | -15.9% |
| Q4 2022 | $5,554,690 | -95.2% | 3,670 | -24.6% | 1.48% | -93.4% |
| Q3 2022 | $115,648,000 | +24080.6% | 4,870 | +461.1% | 22.61% | +18131.5% |
| Q2 2022 | $478,268 | -80.8% | 868 | -67.2% | 0.12% | -64.2% |
| Q3 2021 | $2,491,000 | – | 2,650 | – | 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% |