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 | $5,774,806 | -4.7% | 13,509 | -1.2% | 4.14% | -1.7% |
| Q2 2023 | $6,058,656 | +8.1% | 13,668 | -0.2% | 4.21% | +4.0% |
| Q1 2023 | $5,604,000 | +8.6% | 13,689 | +1.5% | 4.04% | +4.6% |
| Q4 2022 | $5,158,891 | +57.1% | 13,490 | +46.8% | 3.87% | +42.6% |
| Q3 2022 | $3,283,000 | -4.9% | 9,190 | +0.4% | 2.71% | -14.5% |
| Q2 2022 | $3,453,000 | -65.3% | 9,153 | -58.5% | 3.17% | +41.4% |
| Q1 2022 | $9,962,000 | -76.4% | 22,058 | -75.1% | 2.24% | -80.9% |
| Q4 2021 | $42,144,000 | +55.1% | 88,731 | +40.1% | 11.77% | +36.8% |
| Q3 2021 | $27,172,000 | +229.7% | 63,318 | +228.8% | 8.60% | +40.8% |
| Q2 2021 | $8,242,000 | +11.7% | 19,255 | +3.1% | 6.11% | +1.0% |
| Q1 2021 | $7,381,000 | -6.4% | 18,681 | -11.4% | 6.05% | -13.4% |
| Q4 2020 | $7,886,000 | – | 21,092 | – | 6.99% | – |
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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% |