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 | $531,785 | +27.8% | 1,244 | +32.5% | 0.35% | +26.6% |
| Q2 2023 | $416,240 | +27.6% | 939 | +17.8% | 0.27% | +43.5% |
| Q1 2023 | $326,284 | +21.2% | 797 | +13.2% | 0.19% | +11.0% |
| Q4 2022 | $269,231 | -31.7% | 704 | -36.1% | 0.17% | -37.5% |
| Q3 2022 | $394,000 | -26.9% | 1,102 | -22.9% | 0.28% | -22.1% |
| Q2 2022 | $539,000 | -24.4% | 1,429 | -9.5% | 0.35% | -14.3% |
| Q1 2022 | $713,000 | +99.7% | 1,579 | +110.0% | 0.41% | +114.6% |
| Q4 2021 | $357,000 | -96.4% | 752 | -96.6% | 0.19% | -97.3% |
| Q3 2021 | $9,984,000 | +2981.5% | 22,325 | +2845.3% | 7.04% | +2945.9% |
| Q2 2021 | $324,000 | +3.2% | 758 | -4.3% | 0.23% | -8.7% |
| Q1 2021 | $314,000 | -12.0% | 792 | -13.6% | 0.25% | +56.2% |
| Q4 2020 | $357,000 | – | 917 | – | 0.16% | – |
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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% |