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 | $5,196,390 | -2.8% | 12,021 | -1.2% | 2.98% | +0.2% |
| Q2 2023 | $5,346,524 | -3.8% | 12,161 | -10.4% | 2.97% | -5.6% |
| Q1 2023 | $5,555,846 | +3.0% | 13,571 | -2.4% | 3.15% | +0.1% |
| Q4 2022 | $5,393,718 | +5.9% | 13,906 | -1.7% | 3.14% | -0.5% |
| Q3 2022 | $5,093,000 | -5.9% | 14,147 | -0.4% | 3.16% | +0.3% |
| Q2 2022 | $5,410,000 | -12.3% | 14,205 | +0.8% | 3.15% | -3.4% |
| Q1 2022 | $6,171,000 | +4.3% | 14,095 | +3.5% | 3.26% | -2.6% |
| Q4 2021 | $5,919,000 | -8.5% | 13,623 | -4.0% | 3.35% | -5.3% |
| Q3 2021 | $6,472,000 | +2.0% | 14,194 | -4.3% | 3.54% | -4.5% |
| Q2 2021 | $6,347,000 | +4.0% | 14,826 | +0.0% | 3.70% | -1.0% |
| Q1 2021 | $6,102,000 | +0.2% | 14,824 | -6.5% | 3.74% | -2.8% |
| Q4 2020 | $6,089,000 | +6.3% | 15,862 | -2.4% | 3.85% | -3.9% |
| Q3 2020 | $5,727,000 | +7.2% | 16,250 | -1.7% | 4.01% | -6.4% |
| Q2 2020 | $5,343,000 | +5.7% | 16,529 | -6.4% | 4.28% | -6.8% |
| Q1 2020 | $5,053,000 | -4.0% | 17,655 | +12.3% | 4.59% | +0.9% |
| Q4 2019 | $5,261,000 | – | 15,720 | – | 4.55% | – |
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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% |