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 | $542,371 | -3.6% | 1,269 | 0.0% | 0.34% | -0.3% |
| Q2 2023 | $562,371 | +8.4% | 1,269 | +0.1% | 0.34% | -1.1% |
| Q1 2023 | $518,924 | +1.8% | 1,268 | -4.9% | 0.35% | -9.8% |
| Q4 2022 | $509,947 | +109.9% | 1,333 | +135.5% | 0.39% | +59.9% |
| Q3 2022 | $243,000 | 0.0% | 566 | 0.0% | 0.24% | 0.0% |
| Q2 2022 | $243,000 | -14.1% | 566 | -9.6% | 0.24% | +4.3% |
| Q1 2022 | $283,000 | -2.4% | 626 | +2.5% | 0.23% | -2.9% |
| Q4 2021 | $290,000 | +19.3% | 611 | +8.0% | 0.24% | -1.2% |
| Q3 2021 | $243,000 | +3.8% | 566 | +3.5% | 0.24% | +5.7% |
| Q2 2021 | $234,000 | +3.1% | 547 | 0.0% | 0.23% | +1.3% |
| Q1 2021 | $227,000 | +21.4% | 547 | +8.5% | 0.23% | +26.3% |
| Q4 2020 | $187,000 | – | 504 | – | 0.18% | – |
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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% |