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 | $2,999,375 | -4.9% | 7,016 | -1.4% | 2.01% | -3.4% |
| Q2 2023 | $3,155,239 | -0.8% | 7,118 | -8.4% | 2.08% | -15.5% |
| Q1 2023 | $3,181,721 | -1.4% | 7,772 | -7.8% | 2.46% | -9.9% |
| Q4 2022 | $3,225,319 | +12.6% | 8,434 | +5.2% | 2.73% | -1.0% |
| Q3 2022 | $2,864,000 | -3.6% | 8,020 | +1.8% | 2.76% | -0.8% |
| Q2 2022 | $2,972,000 | -16.5% | 7,878 | +0.0% | 2.78% | +0.1% |
| Q1 2022 | $3,558,000 | -5.7% | 7,877 | -0.9% | 2.78% | +1.5% |
| Q4 2021 | $3,774,000 | +9.6% | 7,945 | -1.1% | 2.74% | -6.4% |
| Q3 2021 | $3,443,000 | +0.1% | 8,032 | +0.0% | 2.93% | +2.7% |
| Q2 2021 | $3,438,000 | +6.9% | 8,031 | +0.0% | 2.85% | -4.9% |
| Q1 2021 | $3,217,000 | +6.8% | 8,030 | -0.2% | 3.00% | -0.4% |
| Q4 2020 | $3,012,000 | – | 8,044 | – | 3.01% | – |
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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% |