SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,442 | -3.6% | 511 | 0.0% | 0.04% | +2.7% |
| Q2 2023 | $226,516 | +8.3% | 511 | 0.0% | 0.04% | +5.7% |
| Q1 2023 | $209,198 | -38.3% | 511 | -46.2% | 0.04% | -46.2% |
| Q3 2022 | $339,000 | +42.4% | 950 | +80.3% | 0.06% | +71.1% |
| Q1 2022 | $238,000 | -2.1% | 527 | +3.1% | 0.04% | +5.6% |
| Q4 2021 | $243,000 | +11.0% | 511 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $219,000 | +0.5% | 511 | +0.2% | 0.04% | +2.9% |
| Q2 2021 | $218,000 | +7.9% | 510 | 0.0% | 0.04% | +6.1% |
| Q1 2021 | $202,000 | -31.8% | 510 | -64.8% | 0.03% | -46.8% |
| Q4 2015 | $296,000 | +6.5% | 1,450 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $278,000 | -6.7% | 1,450 | 0.0% | 0.06% | -1.6% |
| Q2 2015 | $298,000 | +6.8% | 1,450 | +7.4% | 0.06% | +10.5% |
| Q1 2015 | $279,000 | -6.4% | 1,350 | -6.9% | 0.06% | -1.7% |
| Q4 2014 | $298,000 | -16.8% | 1,450 | -20.2% | 0.06% | -20.5% |
| Q3 2014 | $358,000 | +0.8% | 1,816 | 0.0% | 0.07% | +1.4% |
| Q2 2014 | $355,000 | -9.0% | 1,816 | -12.9% | 0.07% | -8.9% |
| Q1 2014 | $390,000 | – | 2,086 | – | 0.08% | – |
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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% |