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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $494,000 | -49.9% | 1,041 | -54.9% | 0.60% | +52.8% |
| Q2 2021 | $987,000 | +3.4% | 2,306 | -4.4% | 0.39% | -21.4% |
| Q1 2021 | $955,000 | +8.2% | 2,411 | +2.1% | 0.50% | -4.0% |
| Q4 2020 | $883,000 | +12.8% | 2,361 | +0.9% | 0.52% | -9.2% |
| Q3 2020 | $783,000 | -14.3% | 2,340 | -21.0% | 0.58% | -31.1% |
| Q2 2020 | $914,000 | +148.4% | 2,963 | +107.6% | 0.83% | +102.4% |
| Q1 2020 | $368,000 | +24.7% | 1,427 | +56.0% | 0.41% | +65.5% |
| Q4 2019 | $295,000 | – | 915 | – | 0.25% | – |
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% |