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 | $240,671 | +91409.9% | 563 | -5.1% | 0.09% | -3.3% |
| Q2 2023 | $263 | +8.2% | 593 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $243 | +7.0% | 593 | 0.0% | 0.09% | +5.8% |
| Q4 2022 | $227 | -100.0% | 593 | -74.5% | 0.09% | -21.8% |
| Q3 2022 | $831,000 | +184.6% | 2,325 | +200.0% | 0.11% | 0.0% |
| Q2 2022 | $292,000 | -20.0% | 775 | -4.1% | 0.11% | -9.1% |
| Q1 2022 | $365,000 | -24.3% | 808 | -20.4% | 0.12% | -23.4% |
| Q4 2021 | $482,000 | +4.6% | 1,015 | -5.5% | 0.16% | -6.0% |
| Q3 2021 | $461,000 | +27.7% | 1,074 | +27.4% | 0.17% | +30.2% |
| Q2 2021 | $361,000 | -3.0% | 843 | -10.1% | 0.13% | -12.2% |
| Q1 2021 | $372,000 | -25.9% | 938 | -30.2% | 0.15% | -29.0% |
| Q4 2020 | $502,000 | +11.1% | 1,343 | -0.5% | 0.21% | -3.7% |
| Q3 2020 | $452,000 | +8.7% | 1,350 | 0.0% | 0.22% | -2.3% |
| Q2 2020 | $416,000 | +19.5% | 1,350 | 0.0% | 0.22% | -5.2% |
| Q1 2020 | $348,000 | -20.0% | 1,350 | 0.0% | 0.23% | +5.0% |
| Q4 2019 | $435,000 | +8.2% | 1,350 | -0.4% | 0.22% | +2.3% |
| Q3 2019 | $402,000 | +1.3% | 1,356 | 0.0% | 0.22% | +3.8% |
| Q2 2019 | $397,000 | +3.7% | 1,356 | 0.0% | 0.21% | +7.8% |
| Q1 2019 | $383,000 | +7.9% | 1,356 | -4.6% | 0.19% | -9.0% |
| Q4 2018 | $355,000 | – | 1,421 | – | 0.21% | – |
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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% |