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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,812,735 | +25.9% | 3,879 | +14.4% | 0.91% | +15.4% |
| Q3 2023 | $1,440,024 | -38.8% | 3,391 | -36.7% | 0.79% | -32.6% |
| Q2 2023 | $2,353,427 | -3.5% | 5,353 | -13.1% | 1.17% | -8.8% |
| Q4 2022 | $2,438,288 | +27.3% | 6,159 | +14.8% | 1.29% | +56.8% |
| Q3 2022 | $1,916,000 | -10.6% | 5,364 | -5.6% | 0.82% | +7.6% |
| Q2 2022 | $2,144,000 | +36.3% | 5,684 | +63.1% | 0.76% | +33.9% |
| Q1 2022 | $1,573,000 | +80.2% | 3,484 | +89.6% | 0.57% | +60.1% |
| Q4 2021 | $873,000 | +493.9% | 1,838 | +437.4% | 0.36% | +356.4% |
| Q3 2021 | $147,000 | +177.4% | 342 | +175.8% | 0.08% | +85.7% |
| Q2 2021 | $53,000 | +8.2% | 124 | 0.0% | 0.04% | -6.7% |
| Q1 2021 | $49,000 | -33.8% | 124 | -37.4% | 0.04% | -6.2% |
| Q4 2020 | $74,000 | +428.6% | 198 | +382.9% | 0.05% | +336.4% |
| Q3 2020 | $14,000 | – | 41 | – | 0.01% | – |
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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% |