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 | $2,378,193 | -5.5% | 5,563 | -2.0% | 1.48% | -6.2% |
| Q2 2023 | $2,515,295 | +10.4% | 5,674 | +2.0% | 1.58% | -0.6% |
| Q1 2023 | $2,277,549 | +2.1% | 5,563 | -7.3% | 1.59% | -14.5% |
| Q4 2022 | $2,230,053 | +7.9% | 6,000 | 0.0% | 1.86% | +2.4% |
| Q3 2022 | $2,066,000 | -13.9% | 6,000 | -14.3% | 1.82% | -13.4% |
| Q2 2022 | $2,399,000 | -10.6% | 7,000 | +16.7% | 2.10% | +9.7% |
| Q1 2022 | $2,682,000 | -6.7% | 6,000 | 0.0% | 1.91% | -3.2% |
| Q4 2021 | $2,876,000 | +12.8% | 6,000 | +1.0% | 1.98% | +4.6% |
| Q3 2021 | $2,550,000 | -2.1% | 5,941 | -2.4% | 1.89% | +4.1% |
| Q2 2021 | $2,606,000 | +2.8% | 6,088 | -2.3% | 1.82% | -4.0% |
| Q1 2021 | $2,534,000 | -5.9% | 6,232 | -11.2% | 1.89% | -10.4% |
| Q4 2020 | $2,694,000 | – | 7,019 | – | 2.11% | – |
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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% |