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 | $27,231,097 | -5.7% | 63,701 | -2.2% | 0.42% | -3.2% |
| Q2 2023 | $28,881,227 | -24.5% | 65,153 | -30.2% | 0.43% | -27.7% |
| Q1 2023 | $38,239,012 | +8.6% | 93,405 | +1.5% | 0.60% | +1.7% |
| Q4 2022 | $35,202,600 | -22.9% | 92,050 | -28.0% | 0.59% | -25.9% |
| Q3 2022 | $45,658,000 | -4.7% | 127,828 | +0.7% | 0.80% | +2.6% |
| Q2 2022 | $47,888,000 | -18.2% | 126,939 | -2.0% | 0.78% | -4.9% |
| Q1 2022 | $58,521,000 | -16.2% | 129,574 | -11.9% | 0.82% | -6.6% |
| Q4 2021 | $69,847,000 | +11.0% | 147,059 | +0.3% | 0.87% | -0.8% |
| Q3 2021 | $62,919,000 | +0.7% | 146,616 | +0.5% | 0.88% | +0.7% |
| Q2 2021 | $62,476,000 | +11.2% | 145,952 | +2.9% | 0.87% | -0.6% |
| Q1 2021 | $56,193,000 | +9.1% | 141,784 | +2.9% | 0.88% | +4.6% |
| Q4 2020 | $51,529,000 | +4.6% | 137,823 | -6.3% | 0.84% | -7.8% |
| Q3 2020 | $49,251,000 | +3.7% | 147,066 | -4.5% | 0.91% | -6.3% |
| Q2 2020 | $47,478,000 | +45.9% | 153,968 | +22.0% | 0.97% | +14.4% |
| Q1 2020 | $32,537,000 | -59.7% | 126,236 | -49.7% | 0.85% | -45.0% |
| Q4 2019 | $80,783,000 | +9.8% | 250,989 | +1.2% | 1.54% | +2.3% |
| Q3 2019 | $73,569,000 | – | 247,898 | – | 1.51% | – |
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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% |