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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,228 | -9.1% | 576 | -5.7% | 0.03% | -3.3% |
| Q2 2023 | $270,844 | -96.8% | 611 | -97.2% | 0.03% | -97.3% |
| Q4 2022 | $8,417,284 | +3137.4% | 22,010 | +3099.1% | 1.11% | +3071.4% |
| Q2 2022 | $260,000 | -46.8% | 688 | -36.5% | 0.04% | -36.4% |
| Q1 2022 | $489,000 | +116.4% | 1,083 | +105.5% | 0.06% | +120.0% |
| Q3 2021 | $226,000 | 0.0% | 527 | 0.0% | 0.02% | +4.2% |
| Q2 2021 | $226,000 | +8.1% | 527 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $209,000 | -53.7% | 527 | -56.3% | 0.02% | -59.3% |
| Q4 2020 | $451,000 | +101.3% | 1,207 | +66.0% | 0.06% | +73.5% |
| Q2 2020 | $224,000 | -56.9% | 727 | -64.0% | 0.03% | -66.3% |
| Q1 2020 | $520,000 | -89.9% | 2,018 | -90.2% | 0.10% | -91.2% |
| Q4 2018 | $5,159,000 | +610.6% | 20,642 | +658.6% | 1.15% | +680.3% |
| Q4 2017 | $726,000 | +84.7% | 2,721 | +63.2% | 0.15% | +67.0% |
| Q1 2017 | $393,000 | -16.9% | 1,667 | -21.3% | 0.09% | -22.8% |
| Q4 2016 | $473,000 | -78.2% | 2,117 | -80.1% | 0.11% | -78.6% |
| Q4 2015 | $2,167,000 | – | 10,630 | – | 0.53% | – |
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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% |