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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -18.1% | 575 | -2.0% | 0.16% | -10.3% |
| Q1 2022 | $265,000 | -52.8% | 587 | -50.4% | 0.18% | -55.5% |
| Q4 2021 | $562,000 | +7.9% | 1,183 | -2.5% | 0.39% | -1.3% |
| Q3 2021 | $521,000 | -8.4% | 1,213 | -8.8% | 0.40% | -6.8% |
| Q2 2021 | $569,000 | -2.6% | 1,330 | -9.8% | 0.43% | -9.3% |
| Q1 2021 | $584,000 | -33.2% | 1,474 | -37.0% | 0.47% | +1.1% |
| Q4 2020 | $874,000 | +108.1% | 2,338 | +86.4% | 0.47% | -7.7% |
| Q3 2020 | $420,000 | +28.4% | 1,254 | +18.3% | 0.50% | +17.7% |
| Q2 2020 | $327,000 | +27.2% | 1,060 | +6.4% | 0.43% | +1.9% |
| Q1 2020 | $257,000 | -36.9% | 996 | -21.3% | 0.42% | -10.0% |
| Q4 2019 | $407,000 | – | 1,266 | – | 0.47% | – |
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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% |