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 | $390,289 | +68.9% | 913 | +65.1% | 0.04% | +57.1% |
| Q2 2023 | $231,071 | -48.8% | 553 | -49.8% | 0.03% | -48.1% |
| Q1 2023 | $451,148 | -23.9% | 1,102 | -28.9% | 0.05% | -30.8% |
| Q4 2022 | $593,149 | +8.6% | 1,551 | +1.4% | 0.08% | -15.2% |
| Q3 2022 | $546,000 | -39.3% | 1,530 | -35.8% | 0.09% | -50.5% |
| Q2 2022 | $899,000 | -53.6% | 2,384 | -44.4% | 0.19% | -45.3% |
| Q1 2022 | $1,937,000 | +60.2% | 4,289 | +68.5% | 0.34% | +73.5% |
| Q4 2021 | $1,209,000 | +44.6% | 2,546 | +30.8% | 0.20% | +19.5% |
| Q3 2021 | $836,000 | +7.7% | 1,947 | +7.5% | 0.16% | +7.2% |
| Q2 2021 | $776,000 | +26.0% | 1,812 | +17.8% | 0.15% | +19.5% |
| Q1 2021 | $616,000 | -59.1% | 1,538 | -61.8% | 0.13% | -64.5% |
| Q4 2020 | $1,507,000 | +37.8% | 4,031 | +23.4% | 0.36% | +7.4% |
| Q3 2020 | $1,094,000 | +16.0% | 3,266 | +6.9% | 0.34% | +7.0% |
| Q2 2020 | $943,000 | +17.6% | 3,054 | -1.9% | 0.31% | -5.4% |
| Q1 2020 | $802,000 | -27.2% | 3,113 | -9.0% | 0.33% | -22.4% |
| Q4 2019 | $1,101,000 | +15.0% | 3,420 | +4.8% | 0.43% | -4.0% |
| Q3 2019 | $957,000 | – | 3,264 | – | 0.45% | – |
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% |