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 | $6,849,257 | -4.0% | 16,022 | -0.5% | 0.88% | -0.9% |
| Q2 2023 | $7,135,136 | +8.4% | 16,096 | +0.1% | 0.89% | -5.6% |
| Q1 2023 | $6,584,792 | +7.1% | 16,084 | +0.1% | 0.94% | +131.1% |
| Q4 2022 | $6,145,683 | +8.4% | 16,070 | +1.3% | 0.41% | +50.0% |
| Q3 2022 | $5,668,000 | +13.5% | 15,867 | +19.9% | 0.27% | -24.2% |
| Q2 2022 | $4,994,000 | -3.1% | 13,239 | +16.0% | 0.36% | +11.5% |
| Q1 2022 | $5,154,000 | +1.3% | 11,413 | +6.5% | 0.32% | -60.4% |
| Q4 2021 | $5,089,000 | -1.1% | 10,714 | -10.7% | 0.81% | -6.4% |
| Q3 2021 | $5,148,000 | -1.8% | 11,996 | -2.0% | 0.87% | -1.4% |
| Q2 2021 | $5,241,000 | +6.2% | 12,244 | -1.7% | 0.88% | -2.5% |
| Q1 2021 | $4,937,000 | +17.4% | 12,457 | +10.7% | 0.90% | -4.8% |
| Q4 2020 | $4,207,000 | +10.2% | 11,251 | -1.4% | 0.95% | -2.0% |
| Q3 2020 | $3,819,000 | +8.6% | 11,405 | 0.0% | 0.97% | -1.3% |
| Q2 2020 | $3,517,000 | +119.0% | 11,405 | +83.0% | 0.98% | +63.7% |
| Q1 2020 | $1,606,000 | -12.2% | 6,232 | +9.7% | 0.60% | -8.8% |
| Q4 2019 | $1,829,000 | +8.5% | 5,682 | +0.0% | 0.66% | 0.0% |
| Q3 2019 | $1,686,000 | -13.3% | 5,681 | -14.4% | 0.66% | -33.1% |
| Q2 2019 | $1,944,000 | +139.4% | 6,635 | +130.8% | 0.98% | +122.9% |
| Q1 2019 | $812,000 | +12.9% | 2,875 | 0.0% | 0.44% | -28.1% |
| Q4 2018 | $719,000 | – | 2,875 | – | 0.61% | – |
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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% |