SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,095 | -95.2% | 744 | -95.1% | 0.13% | -95.0% |
| Q2 2023 | $6,619,534 | +85.9% | 15,056 | +73.1% | 2.64% | +70.9% |
| Q1 2023 | $3,560,467 | +137.3% | 8,697 | +121.7% | 1.54% | +103.0% |
| Q4 2022 | $1,500,273 | +522.5% | 3,923 | +545.2% | 0.76% | +1002.9% |
| Q1 2021 | $241,000 | +6.2% | 608 | 0.0% | 0.07% | -2.8% |
| Q4 2020 | $227,000 | +12.4% | 608 | -7.0% | 0.07% | -33.0% |
| Q2 2020 | $202,000 | – | 654 | – | 0.11% | – |
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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% |