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 | $627,543 | -12.8% | 1,468 | -9.6% | 0.34% | -26.8% |
| Q2 2023 | $719,867 | +3.7% | 1,624 | -4.2% | 0.47% | -21.0% |
| Q1 2023 | $693,922 | -4.0% | 1,695 | -10.4% | 0.60% | +15.3% |
| Q4 2022 | $723,125 | -15.5% | 1,891 | -21.1% | 0.52% | +0.6% |
| Q3 2022 | $856,000 | +37.8% | 2,396 | +45.5% | 0.51% | +32.1% |
| Q2 2022 | $621,000 | -91.4% | 1,647 | -89.7% | 0.39% | -89.0% |
| Q1 2022 | $7,207,000 | -12.5% | 15,957 | -8.0% | 3.53% | -20.5% |
| Q4 2021 | $8,241,000 | +14.1% | 17,352 | +3.1% | 4.44% | +5.0% |
| Q3 2021 | $7,225,000 | -61.2% | 16,836 | -61.3% | 4.23% | -61.1% |
| Q2 2021 | $18,604,000 | +716.0% | 43,462 | +513.5% | 10.87% | +530.0% |
| Q4 2019 | $2,280,000 | – | 7,084 | – | 1.72% | – |
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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% |