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 | $982,242 | -8.4% | 2,298 | -5.0% | 0.21% | -7.0% |
| Q2 2023 | $1,072,562 | +8.1% | 2,420 | -0.2% | 0.23% | +7.0% |
| Q1 2023 | $992,375 | +5.9% | 2,424 | -1.1% | 0.21% | -0.9% |
| Q4 2022 | $937,111 | +7.1% | 2,450 | 0.0% | 0.22% | -3.1% |
| Q3 2022 | $875,000 | -3.5% | 2,450 | +2.0% | 0.22% | +6.2% |
| Q2 2022 | $907,000 | -16.4% | 2,403 | 0.0% | 0.21% | -10.3% |
| Q1 2022 | $1,085,000 | +11.3% | 2,403 | +17.0% | 0.23% | +15.3% |
| Q4 2021 | $975,000 | +10.7% | 2,053 | 0.0% | 0.20% | +1.0% |
| Q3 2021 | $881,000 | -5.0% | 2,053 | -5.2% | 0.20% | -10.3% |
| Q2 2021 | $927,000 | +0.1% | 2,165 | -7.4% | 0.22% | -10.4% |
| Q1 2021 | $926,000 | +5.9% | 2,337 | 0.0% | 0.25% | -0.4% |
| Q4 2020 | $874,000 | – | 2,337 | – | 0.25% | – |
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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% |