SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,804 filers reported holding SPDR S&P 500 ETF TR in Q1 2021. The put-call ratio across all filers is 1.69 and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $344,187 | +7.2% | 900 | 0.0% | 0.09% | -4.2% |
| Q3 2022 | $321,000 | -5.6% | 900 | 0.0% | 0.10% | -2.1% |
| Q2 2022 | $340,000 | -16.3% | 900 | 0.0% | 0.10% | -6.7% |
| Q1 2022 | $406,000 | -4.9% | 900 | 0.0% | 0.10% | +6.1% |
| Q4 2021 | $427,000 | +10.6% | 900 | 0.0% | 0.10% | +7.7% |
| Q3 2021 | $386,000 | +0.3% | 900 | 0.0% | 0.09% | -5.2% |
| Q2 2021 | $385,000 | -72.2% | 900 | -74.3% | 0.10% | -72.5% |
| Q1 2021 | $1,387,000 | -58.1% | 3,500 | -60.5% | 0.35% | -58.7% |
| Q4 2020 | $3,309,000 | -55.8% | 8,850 | -60.4% | 0.85% | -61.4% |
| Q3 2020 | $7,485,000 | +8.6% | 22,350 | 0.0% | 2.19% | +2.5% |
| Q2 2020 | $6,892,000 | +19.6% | 22,350 | 0.0% | 2.14% | +3.7% |
| Q1 2020 | $5,761,000 | +32.3% | 22,350 | +65.2% | 2.06% | +64.1% |
| Q4 2019 | $4,353,000 | +8.4% | 13,525 | 0.0% | 1.26% | +3.5% |
| Q3 2019 | $4,014,000 | +1.3% | 13,525 | 0.0% | 1.21% | +2.4% |
| Q2 2019 | $3,963,000 | +447.4% | 13,525 | +284.5% | 1.18% | +400.0% |
| Q2 2015 | $724,000 | – | 3,518 | – | 0.24% | – |
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% |