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 | $2,827,440 | -8.0% | 6,716 | -0.4% | 0.92% | +1.3% |
| Q2 2023 | $3,071,710 | +11.0% | 6,741 | -0.3% | 0.91% | +1.0% |
| Q1 2023 | $2,768,137 | +0.9% | 6,762 | +0.0% | 0.90% | -4.0% |
| Q4 2022 | $2,742,950 | +5.0% | 6,761 | -0.6% | 0.94% | -5.2% |
| Q3 2022 | $2,612,000 | +3.1% | 6,802 | +1.3% | 0.99% | -2.8% |
| Q2 2022 | $2,533,000 | -21.3% | 6,715 | -6.5% | 1.02% | -10.2% |
| Q1 2022 | $3,217,000 | -5.6% | 7,183 | +0.1% | 1.14% | -15.6% |
| Q4 2021 | $3,407,000 | +11.0% | 7,173 | +0.3% | 1.35% | -9.0% |
| Q3 2021 | $3,069,000 | +6.1% | 7,151 | +5.8% | 1.48% | +8.4% |
| Q2 2021 | $2,893,000 | +12.3% | 6,758 | +5.1% | 1.37% | +5.6% |
| Q1 2021 | $2,577,000 | +7.2% | 6,432 | 0.0% | 1.30% | -23.9% |
| Q4 2020 | $2,405,000 | – | 6,432 | – | 1.70% | – |
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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% |