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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,659,631 | -9.7% | 8,561 | -6.4% | 4.32% | +7.1% |
| Q2 2023 | $4,052,452 | +295.0% | 9,142 | +264.8% | 4.03% | +315.4% |
| Q1 2023 | $1,026,042 | +35.1% | 2,506 | +26.2% | 0.97% | +15.7% |
| Q4 2022 | $759,513 | +1.5% | 1,986 | -5.2% | 0.84% | +4.4% |
| Q3 2022 | $748,000 | -5.0% | 2,094 | +0.4% | 0.80% | -1.8% |
| Q2 2022 | $787,000 | -23.7% | 2,086 | -8.7% | 0.82% | -8.9% |
| Q1 2022 | $1,032,000 | -5.0% | 2,286 | 0.0% | 0.90% | +5.4% |
| Q4 2021 | $1,086,000 | +7.8% | 2,286 | -1.4% | 0.85% | -8.7% |
| Q3 2021 | $1,007,000 | +1.4% | 2,318 | -0.1% | 0.93% | +16.2% |
| Q2 2021 | $993,000 | +5.4% | 2,320 | -2.4% | 0.80% | -12.6% |
| Q1 2021 | $942,000 | +12.4% | 2,377 | +6.1% | 0.92% | +5.7% |
| Q4 2020 | $838,000 | – | 2,241 | – | 0.87% | – |
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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% |