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 | $26,014,421 | -7.0% | 60,845 | -3.6% | 16.28% | -7.2% |
| Q2 2023 | $27,966,583 | +7.2% | 63,143 | -1.0% | 17.54% | +1.0% |
| Q1 2023 | $26,078,130 | +6.0% | 63,763 | -0.8% | 17.36% | -2.3% |
| Q4 2022 | $24,598,000 | +5.8% | 64,308 | -1.1% | 17.78% | -4.6% |
| Q3 2022 | $23,243,000 | +1.5% | 65,002 | +7.1% | 18.64% | +1.9% |
| Q2 2022 | $22,910,000 | -13.0% | 60,696 | +4.2% | 18.29% | -3.8% |
| Q1 2022 | $26,341,000 | -3.9% | 58,264 | +1.0% | 19.01% | -2.5% |
| Q4 2021 | $27,399,000 | +12.9% | 57,677 | +2.0% | 19.50% | +3.5% |
| Q3 2021 | $24,279,000 | +1.6% | 56,539 | +1.2% | 18.84% | +2.3% |
| Q2 2021 | $23,908,000 | +13.8% | 55,854 | +5.3% | 18.42% | +6.0% |
| Q1 2021 | $21,018,000 | +14.1% | 53,043 | +7.7% | 17.38% | -4.7% |
| Q4 2020 | $18,418,000 | – | 49,265 | – | 18.24% | – |
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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% |