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 | $12,836,994 | +1.2% | 30,029 | +4.9% | 6.30% | +1.1% |
| Q2 2023 | $12,688,600 | +34.3% | 28,624 | +24.1% | 6.23% | +32.1% |
| Q1 2023 | $9,444,836 | +114619.3% | 23,070 | +7.2% | 4.72% | +6.1% |
| Q4 2022 | $8,233 | -99.7% | 21,527 | +147.1% | 4.44% | -1.0% |
| Q3 2022 | $3,112,000 | +6521.3% | 8,712 | +6925.8% | 4.49% | +16537.0% |
| Q2 2022 | $47,000 | -16.1% | 124 | 0.0% | 0.03% | -12.9% |
| Q1 2022 | $56,000 | +14.3% | 124 | +19.2% | 0.03% | +10.7% |
| Q4 2021 | $49,000 | +8.9% | 104 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 104 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $45,000 | +9.8% | 104 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $41,000 | +5.1% | 104 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $39,000 | – | 104 | – | 0.03% | – |
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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% |