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 | $2,880,750 | -3.3% | 6,739 | +0.3% | 1.24% | -0.3% |
| Q2 2023 | $2,978,786 | +8.6% | 6,720 | +0.3% | 1.24% | -0.9% |
| Q1 2023 | $2,743,082 | +6.7% | 6,700 | -0.3% | 1.26% | -4.4% |
| Q4 2022 | $2,570,031 | +426.6% | 6,720 | +391.9% | 1.31% | +359.4% |
| Q3 2022 | $488,000 | -5.2% | 1,366 | 0.0% | 0.29% | 0.0% |
| Q2 2022 | $515,000 | -16.3% | 1,366 | +0.4% | 0.29% | -10.1% |
| Q1 2022 | $615,000 | -4.4% | 1,361 | +0.5% | 0.32% | -9.4% |
| Q4 2021 | $643,000 | +10.7% | 1,354 | 0.0% | 0.35% | -0.6% |
| Q3 2021 | $581,000 | +0.2% | 1,354 | 0.0% | 0.35% | -4.1% |
| Q2 2021 | $580,000 | +8.0% | 1,354 | 0.0% | 0.37% | +1.1% |
| Q1 2021 | $537,000 | +6.1% | 1,354 | 0.0% | 0.36% | -8.5% |
| Q4 2020 | $506,000 | – | 1,354 | – | 0.40% | – |
Download | ||||||
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% |