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 | $7,131,790 | +108.2% | 16,622 | +115.9% | 1.08% | +198.6% |
| Q2 2023 | $3,425,630 | +8.5% | 7,699 | +0.2% | 0.36% | -1.6% |
| Q1 2023 | $3,157,348 | -0.1% | 7,684 | -6.6% | 0.37% | -11.1% |
| Q4 2022 | $3,160,504 | +5.4% | 8,226 | -1.6% | 0.41% | +16.3% |
| Q3 2022 | $2,998,000 | -5.1% | 8,356 | +0.2% | 0.36% | +8.5% |
| Q2 2022 | $3,158,000 | -16.2% | 8,336 | +0.2% | 0.33% | +106.3% |
| Q1 2022 | $3,767,000 | -6.6% | 8,316 | -1.7% | 0.16% | +31.4% |
| Q4 2021 | $4,033,000 | +10.9% | 8,462 | +0.2% | 0.12% | -75.5% |
| Q3 2021 | $3,635,000 | +0.4% | 8,442 | +0.1% | 0.49% | -10.5% |
| Q2 2021 | $3,621,000 | +10.0% | 8,433 | +1.7% | 0.55% | +25.2% |
| Q1 2021 | $3,292,000 | +6.0% | 8,289 | +0.2% | 0.44% | -74.6% |
| Q4 2020 | $3,105,000 | – | 8,269 | – | 1.74% | – |
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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% |