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 | $7,143,191 | +2.9% | 16,710 | +6.7% | 2.94% | +10.9% |
| Q2 2023 | $6,940,435 | +26.0% | 15,657 | +16.3% | 2.66% | +11.5% |
| Q1 2023 | $5,510,389 | +6.1% | 13,460 | -0.9% | 2.38% | -3.1% |
| Q4 2022 | $5,194,929 | +9.5% | 13,584 | +2.3% | 2.46% | -0.4% |
| Q3 2022 | $4,744,000 | -6.2% | 13,281 | -0.9% | 2.47% | +7.7% |
| Q2 2022 | $5,058,000 | -17.7% | 13,406 | -1.4% | 2.29% | -5.1% |
| Q1 2022 | $6,143,000 | -9.4% | 13,603 | -4.7% | 2.41% | +1.8% |
| Q4 2021 | $6,780,000 | +10.7% | 14,276 | 0.0% | 2.37% | -1.9% |
| Q3 2021 | $6,126,000 | +0.1% | 14,276 | -0.1% | 2.42% | +0.1% |
| Q2 2021 | $6,118,000 | +8.6% | 14,294 | +0.6% | 2.42% | +1.7% |
| Q1 2021 | $5,631,000 | +5.4% | 14,208 | -0.5% | 2.37% | +3.5% |
| Q4 2020 | $5,340,000 | +10.5% | 14,283 | -1.0% | 2.29% | +0.8% |
| Q3 2020 | $4,833,000 | +6.2% | 14,433 | -2.2% | 2.28% | -0.0% |
| Q2 2020 | $4,552,000 | +18.5% | 14,762 | -0.9% | 2.28% | +0.3% |
| Q1 2020 | $3,841,000 | -29.4% | 14,899 | -11.9% | 2.27% | -7.1% |
| Q4 2019 | $5,442,000 | +7.7% | 16,907 | -0.8% | 2.44% | -0.6% |
| Q3 2019 | $5,055,000 | +2.1% | 17,035 | +0.8% | 2.46% | -3.7% |
| Q2 2019 | $4,951,000 | +3.1% | 16,899 | -0.6% | 2.55% | +29.4% |
| Q1 2019 | $4,802,000 | – | 17,002 | – | 1.97% | – |
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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% |