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 | $13,990,646 | -3.5% | 32,728 | +0.1% | 43.49% | +2.6% |
| Q2 2023 | $14,494,086 | -1.4% | 32,697 | -9.0% | 42.39% | +0.2% |
| Q1 2023 | $14,703,273 | -18.2% | 35,915 | -23.6% | 42.29% | -13.4% |
| Q4 2022 | $17,976,897 | +6.6% | 47,007 | -0.4% | 48.83% | +9.0% |
| Q3 2022 | $16,857,000 | -5.2% | 47,196 | +0.2% | 44.82% | +2.1% |
| Q2 2022 | $17,776,000 | -17.2% | 47,121 | -0.9% | 43.89% | +1.9% |
| Q1 2022 | $21,476,000 | -20.2% | 47,552 | -16.1% | 43.08% | +2.8% |
| Q4 2021 | $26,913,000 | -2.8% | 56,663 | -11.9% | 41.91% | -1.5% |
| Q3 2021 | $27,689,000 | +0.6% | 64,308 | +0.1% | 42.56% | -21.5% |
| Q2 2021 | $27,511,000 | -0.1% | 64,269 | -7.5% | 54.23% | +44.8% |
| Q1 2021 | $27,548,000 | +6.1% | 69,508 | +0.1% | 37.46% | -3.5% |
| Q4 2020 | $25,964,000 | – | 69,444 | – | 38.84% | – |
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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% |