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 | $1,127,507 | -3.5% | 2,638 | +0.0% | 0.15% | -2.0% |
| Q2 2023 | $1,168,763 | -0.3% | 2,637 | -7.9% | 0.15% | -8.0% |
| Q1 2023 | $1,171,954 | +19.0% | 2,863 | +11.1% | 0.16% | +3.2% |
| Q4 2022 | $985,170 | +7.6% | 2,576 | +0.4% | 0.16% | -6.0% |
| Q3 2022 | $916,000 | -7.8% | 2,565 | -2.7% | 0.17% | -7.2% |
| Q2 2022 | $994,000 | -22.9% | 2,636 | -7.6% | 0.18% | -20.7% |
| Q1 2022 | $1,289,000 | +2.6% | 2,854 | +7.9% | 0.23% | -5.4% |
| Q4 2021 | $1,256,000 | +15.3% | 2,644 | +4.2% | 0.24% | -4.4% |
| Q3 2021 | $1,089,000 | -14.4% | 2,538 | -14.6% | 0.25% | -19.0% |
| Q2 2021 | $1,272,000 | +9.2% | 2,972 | +1.1% | 0.31% | -8.3% |
| Q1 2021 | $1,165,000 | +4.3% | 2,940 | -1.6% | 0.34% | -11.7% |
| Q4 2020 | $1,117,000 | +32.3% | 2,989 | +18.6% | 0.38% | +11.3% |
| Q3 2020 | $844,000 | -13.4% | 2,520 | -20.3% | 0.34% | -22.2% |
| Q2 2020 | $975,000 | +13.8% | 3,163 | -4.9% | 0.44% | -19.2% |
| Q1 2020 | $857,000 | -18.8% | 3,325 | +1.4% | 0.55% | -17.9% |
| Q4 2019 | $1,056,000 | +9.8% | 3,280 | +1.2% | 0.67% | -0.3% |
| Q3 2019 | $962,000 | +0.6% | 3,242 | -0.6% | 0.67% | -6.0% |
| Q2 2019 | $956,000 | +2.4% | 3,262 | -1.4% | 0.71% | -2.1% |
| Q1 2019 | $934,000 | +7.2% | 3,307 | -5.1% | 0.73% | -2.9% |
| Q4 2018 | $871,000 | +10.8% | 3,484 | +28.9% | 0.75% | +11.1% |
| Q3 2018 | $786,000 | +101.5% | 2,703 | +87.8% | 0.67% | +74.8% |
| Q2 2018 | $390,000 | +108.6% | 1,439 | +102.7% | 0.38% | +103.7% |
| Q1 2018 | $187,000 | – | 710 | – | 0.19% | – |
Download | ||||||
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% |