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 | $1,496,607 | +30.1% | 3,501 | +34.6% | 0.79% | +33.7% |
| Q2 2023 | $1,150,386 | +4.8% | 2,601 | -3.0% | 0.59% | -5.9% |
| Q1 2023 | $1,097,984 | +21.4% | 2,682 | +13.4% | 0.62% | +12.4% |
| Q4 2022 | $904,447 | +13.8% | 2,365 | +6.3% | 0.56% | +3.9% |
| Q3 2022 | $795,000 | -4.9% | 2,225 | +0.5% | 0.54% | +0.9% |
| Q2 2022 | $836,000 | -8.6% | 2,215 | +9.4% | 0.53% | +12.5% |
| Q1 2022 | $915,000 | +8.8% | 2,025 | +14.4% | 0.47% | +15.4% |
| Q4 2021 | $841,000 | +19.1% | 1,770 | +7.6% | 0.41% | +4.9% |
| Q3 2021 | $706,000 | +42.9% | 1,645 | +42.4% | 0.39% | +42.5% |
| Q2 2021 | $494,000 | +51.1% | 1,155 | +40.0% | 0.27% | +38.6% |
| Q1 2021 | $327,000 | +6.2% | 825 | -0.2% | 0.20% | -4.4% |
| Q4 2020 | $308,000 | – | 827 | – | 0.21% | – |
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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% |