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 | $15,417,801 | -3.5% | 36,067 | +0.1% | 4.51% | -0.2% |
| Q2 2023 | $15,970,777 | +6.7% | 36,029 | -1.4% | 4.52% | +1.7% |
| Q1 2023 | $14,963,742 | +5.7% | 36,551 | -1.2% | 4.44% | -5.7% |
| Q4 2022 | $14,151,090 | +5.5% | 37,003 | -1.5% | 4.71% | -5.0% |
| Q3 2022 | $13,418,000 | -9.2% | 37,567 | -4.1% | 4.96% | -3.7% |
| Q2 2022 | $14,781,000 | -17.6% | 39,169 | -1.4% | 5.15% | -2.6% |
| Q1 2022 | $17,944,000 | -6.8% | 39,730 | -2.0% | 5.29% | -1.4% |
| Q4 2021 | $19,251,000 | +10.5% | 40,529 | -0.2% | 5.36% | +2.2% |
| Q3 2021 | $17,426,000 | +0.3% | 40,606 | +0.1% | 5.25% | -3.9% |
| Q2 2021 | $17,369,000 | +51.5% | 40,577 | -8.8% | 5.46% | -1.2% |
| Q1 2021 | $11,467,000 | -25.7% | 44,488 | +7.8% | 5.53% | +2.7% |
| Q4 2020 | $15,425,000 | +13.2% | 41,266 | +1.4% | 5.38% | +0.9% |
| Q3 2020 | $13,624,000 | +0.4% | 40,683 | -7.5% | 5.34% | -4.7% |
| Q2 2020 | $13,564,000 | +18.3% | 43,986 | -1.1% | 5.60% | +1.2% |
| Q1 2020 | $11,467,000 | – | 44,488 | – | 5.53% | – |
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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% |