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 | $39,892,458 | -4.2% | 93,320 | -0.7% | 6.90% | +18.0% |
| Q2 2023 | $41,637,997 | +6.2% | 93,932 | -1.9% | 5.84% | +2.2% |
| Q1 2023 | $39,207,997 | +5.8% | 95,772 | -1.2% | 5.72% | -2.8% |
| Q4 2022 | $37,068,483 | +7.1% | 96,929 | +0.0% | 5.88% | -6.0% |
| Q3 2022 | $34,606,000 | +4.4% | 96,886 | +10.3% | 6.25% | -14.6% |
| Q2 2022 | $33,148,000 | -14.5% | 87,866 | +2.4% | 7.32% | -3.2% |
| Q1 2022 | $38,753,000 | +2.8% | 85,805 | +8.1% | 7.56% | -1.3% |
| Q4 2021 | $37,685,000 | +10.7% | 79,344 | +0.0% | 7.66% | -4.8% |
| Q3 2021 | $34,048,000 | +0.4% | 79,340 | +0.1% | 8.05% | -4.4% |
| Q2 2021 | $33,925,000 | +6.4% | 79,254 | -1.5% | 8.42% | +6.4% |
| Q1 2021 | $31,891,000 | +13.8% | 80,465 | +7.3% | 7.91% | -29.5% |
| Q4 2020 | $28,036,000 | +14.3% | 74,988 | +2.4% | 11.22% | -2.5% |
| Q3 2020 | $24,532,000 | +4.6% | 73,253 | -3.7% | 11.51% | +0.4% |
| Q2 2020 | $23,451,000 | +19.3% | 76,051 | -0.3% | 11.46% | -2.3% |
| Q1 2020 | $19,659,000 | -16.7% | 76,273 | +4.0% | 11.73% | +13.6% |
| Q4 2019 | $23,599,000 | +7.9% | 73,322 | -0.5% | 10.33% | +2.7% |
| Q3 2019 | $21,870,000 | +1.7% | 73,694 | +0.4% | 10.05% | +43.7% |
| Q2 2019 | $21,515,000 | +34.9% | 73,430 | +30.0% | 7.00% | +39.3% |
| Q1 2019 | $15,950,000 | +12.3% | 56,463 | -0.6% | 5.02% | +11.6% |
| Q4 2018 | $14,197,000 | -4.7% | 56,805 | +10.8% | 4.50% | -64.3% |
| Q3 2018 | $14,899,000 | +1.6% | 51,250 | -5.2% | 12.61% | -7.4% |
| Q2 2018 | $14,671,000 | +5.3% | 54,082 | +2.2% | 13.62% | -0.3% |
| Q1 2018 | $13,927,000 | +0.6% | 52,924 | +2.1% | 13.66% | +0.8% |
| Q4 2017 | $13,839,000 | – | 51,860 | – | 13.55% | – |
Download | ||||||
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% |