SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,450 | -11.6% | 504 | -20.9% | 0.02% | -15.4% |
| Q4 2022 | $243,608 | +20.6% | 637 | +12.5% | 0.03% | +13.0% |
| Q3 2022 | $202,000 | -16.9% | 566 | -7.8% | 0.02% | -4.2% |
| Q2 2022 | $243,000 | -44.6% | 614 | -36.8% | 0.02% | -41.5% |
| Q1 2022 | $439,000 | -41.2% | 971 | -39.6% | 0.04% | -38.8% |
| Q4 2021 | $747,000 | -46.9% | 1,608 | -49.0% | 0.07% | -46.4% |
| Q3 2021 | $1,407,000 | +4.1% | 3,155 | 0.0% | 0.12% | -7.4% |
| Q2 2021 | $1,351,000 | +8.0% | 3,155 | 0.0% | 0.14% | -4.9% |
| Q1 2021 | $1,251,000 | -1.0% | 3,155 | -6.7% | 0.14% | -15.0% |
| Q4 2020 | $1,264,000 | +14.7% | 3,381 | +2.5% | 0.17% | -0.6% |
| Q3 2020 | $1,102,000 | -4.3% | 3,300 | -9.1% | 0.17% | -13.8% |
| Q2 2020 | $1,151,000 | +17.8% | 3,630 | -4.2% | 0.20% | -27.5% |
| Q1 2020 | $977,000 | -51.2% | 3,790 | -39.1% | 0.27% | -38.6% |
| Q4 2019 | $2,004,000 | – | 6,227 | – | 0.44% | – |
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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% |