HOWARD CAPITAL MANAGEMENT - SPDR S&P 500 ETF TR ownership

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
HOWARD CAPITAL MANAGEMENT ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q4 2020$59,041,000
+19.8%
157,915
+7.3%
6.62%
+6.4%
Q3 2020$49,289,000
+9.9%
147,180
+1.2%
6.23%
+4.4%
Q2 2020$44,837,000
+27.1%
145,405
+6.2%
5.96%
-1.0%
Q1 2020$35,284,000
-20.2%
136,894
-0.4%
6.02%
+8.7%
Q4 2019$44,230,000
+3.9%
137,421
-4.2%
5.54%
-8.5%
Q3 2019$42,552,000
+0.7%
143,385
-0.6%
6.06%
+5.0%
Q2 2019$42,273,000
+4.3%
144,277
+0.5%
5.77%
+0.7%
Q1 2019$40,535,000
+32.7%
143,496
+17.4%
5.72%
+13.5%
Q4 2018$30,550,000
-13.8%
122,238
+0.3%
5.04%
+6.7%
Q3 2018$35,425,000
+12.5%
121,851
+5.0%
4.73%
+4.3%
Q2 2018$31,487,000
+3.7%
116,067
+0.6%
4.53%
+2.4%
Q1 2018$30,361,000
+0.5%
115,377
+1.9%
4.42%
-0.4%
Q4 2017$30,208,000
+8.3%
113,198
+1.9%
4.44%
+3.3%
Q3 2017$27,905,000
+4.9%
111,073
+1.0%
4.30%
+2.8%
Q2 2017$26,604,000
+3.7%
110,026
+1.1%
4.18%
-2.4%
Q1 2017$25,652,000
+9.0%
108,814
+3.4%
4.28%
+2.5%
Q4 2016$23,531,000
+5.7%
105,271
+2.3%
4.18%
+3.3%
Q3 2016$22,264,000
+4.7%
102,933
+1.4%
4.04%
-1.0%
Q2 2016$21,262,000
-3.2%
101,501
-5.1%
4.09%
-5.2%
Q1 2016$21,972,000
+5.6%
106,908
+4.7%
4.31%
+5.7%
Q4 2015$20,807,000
+11.8%
102,062
+5.1%
4.08%
+7.8%
Q3 2015$18,610,000
-3.6%
97,114
+3.5%
3.79%
+3.0%
Q2 2015$19,314,000
+5.0%
93,826
+5.3%
3.68%
+3.7%
Q1 2015$18,392,000
+2.8%
89,096
+2.3%
3.54%
+3.1%
Q4 2014$17,897,000
+3.2%
87,071
-1.1%
3.44%
-0.6%
Q3 2014$17,342,000
+1.4%
88,023
+0.8%
3.46%
+2.8%
Q2 2014$17,095,000
-2.3%
87,343
-6.6%
3.37%
-2.3%
Q1 2014$17,493,000
+6.1%
93,538
+4.8%
3.45%
+1.8%
Q4 2013$16,484,000
+11.8%
89,250
+1.7%
3.38%
-6.1%
Q3 2013$14,743,000
+10.3%
87,748
+5.4%
3.60%
+3.0%
Q2 2013$13,361,000
+5.5%
83,288
+3.1%
3.50%
-0.3%
Q1 2013$12,661,00080,8133.51%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders