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 | $4,457,632 | +3.8% | 10,428 | +7.7% | 0.55% | -1.6% |
Q2 2023 | $4,293,225 | +12.5% | 9,685 | +3.9% | 0.56% | +7.4% |
Q1 2023 | $3,814,617 | +55.2% | 9,318 | +45.0% | 0.52% | +0.8% |
Q4 2022 | $2,458,106 | +13.4% | 6,428 | +5.9% | 0.52% | +7.0% |
Q3 2022 | $2,168,000 | +1.0% | 6,069 | +6.7% | 0.49% | +8.2% |
Q2 2022 | $2,147,000 | -11.8% | 5,690 | +5.6% | 0.45% | -3.0% |
Q1 2022 | $2,434,000 | +7.7% | 5,389 | +13.2% | 0.46% | +8.4% |
Q4 2021 | $2,261,000 | +11.7% | 4,760 | +0.9% | 0.43% | +0.9% |
Q3 2021 | $2,024,000 | +198.1% | 4,717 | +197.6% | 0.42% | +195.8% |
Q2 2021 | $679,000 | +20.0% | 1,585 | +10.9% | 0.14% | +8.3% |
Q1 2021 | $566,000 | +15.7% | 1,429 | +9.3% | 0.13% | +10.9% |
Q4 2020 | $489,000 | +18.7% | 1,307 | +6.2% | 0.12% | +10.2% |
Q3 2020 | $412,000 | +10.8% | 1,231 | +2.1% | 0.11% | +2.9% |
Q2 2020 | $372,000 | +28.3% | 1,206 | +7.1% | 0.10% | +5.0% |
Q1 2020 | $290,000 | -27.9% | 1,126 | -9.8% | 0.10% | -11.5% |
Q4 2019 | $402,000 | +17.9% | 1,248 | +8.7% | 0.11% | +10.8% |
Q3 2019 | $341,000 | +1.5% | 1,148 | 0.0% | 0.10% | +3.0% |
Q2 2019 | $336,000 | – | 1,148 | – | 0.10% | – |
Download |
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% |