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 | $2,150,325 | -4.1% | 5,030 | -0.6% | 1.08% | -1.4% |
| Q2 2023 | $2,242,015 | +29.2% | 5,058 | +19.3% | 1.10% | +19.0% |
| Q1 2023 | $1,734,878 | +24.6% | 4,238 | +16.4% | 0.92% | +14.7% |
| Q4 2022 | $1,392,028 | +71.0% | 3,640 | +59.6% | 0.80% | +68.0% |
| Q3 2022 | $814,000 | -1.3% | 2,280 | +4.3% | 0.48% | -6.6% |
| Q2 2022 | $825,000 | -9.0% | 2,187 | +8.9% | 0.51% | +14.8% |
| Q1 2022 | $907,000 | +11.3% | 2,009 | +17.1% | 0.45% | +15.8% |
| Q4 2021 | $815,000 | +54.4% | 1,716 | +39.4% | 0.38% | +16.7% |
| Q3 2021 | $528,000 | +40.4% | 1,231 | +40.0% | 0.33% | +43.5% |
| Q2 2021 | $376,000 | +68.6% | 879 | +56.1% | 0.23% | +40.2% |
| Q1 2021 | $223,000 | +8.8% | 563 | +2.6% | 0.16% | -3.0% |
| Q4 2020 | $205,000 | +5.7% | 549 | -5.0% | 0.17% | -11.5% |
| Q3 2020 | $194,000 | – | 578 | – | 0.19% | – |
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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% |