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 | $509,984 | -3.6% | 1,193 | 0.0% | 0.33% | +9.4% |
| Q2 2023 | $528,833 | +8.3% | 1,193 | 0.0% | 0.30% | +3.1% |
| Q1 2023 | $488,402 | +7.0% | 1,193 | 0.0% | 0.29% | +5.8% |
| Q4 2022 | $456,239 | +7.1% | 1,193 | 0.0% | 0.27% | -3.2% |
| Q3 2022 | $426,000 | -5.3% | 1,193 | 0.0% | 0.28% | -4.4% |
| Q2 2022 | $450,000 | -16.5% | 1,193 | 0.0% | 0.30% | -6.0% |
| Q1 2022 | $539,000 | -12.6% | 1,193 | -8.2% | 0.32% | -9.7% |
| Q4 2021 | $617,000 | +10.6% | 1,300 | 0.0% | 0.35% | -2.0% |
| Q3 2021 | $558,000 | +0.4% | 1,300 | 0.0% | 0.36% | -0.8% |
| Q2 2021 | $556,000 | +14.4% | 1,300 | 0.0% | 0.36% | +2.3% |
| Q4 2020 | $486,000 | +11.7% | 1,300 | 0.0% | 0.35% | +1.7% |
| Q3 2020 | $435,000 | +8.5% | 1,300 | 0.0% | 0.34% | +2.4% |
| Q2 2020 | $401,000 | +19.7% | 1,300 | 0.0% | 0.34% | -1.5% |
| Q1 2020 | $335,000 | -19.9% | 1,300 | 0.0% | 0.34% | +0.6% |
| Q4 2019 | $418,000 | +16.8% | 1,300 | +7.7% | 0.34% | +9.0% |
| Q3 2019 | $358,000 | +1.1% | 1,207 | 0.0% | 0.31% | +3.3% |
| Q2 2019 | $354,000 | +3.8% | 1,207 | 0.0% | 0.30% | +1.7% |
| Q1 2019 | $341,000 | +12.9% | 1,207 | 0.0% | 0.30% | -1.0% |
| Q4 2018 | $302,000 | -14.0% | 1,207 | 0.0% | 0.30% | -1.3% |
| Q3 2018 | $351,000 | +7.3% | 1,207 | 0.0% | 0.30% | -1.3% |
| Q2 2018 | $327,000 | +2.8% | 1,207 | 0.0% | 0.31% | +1.0% |
| Q1 2018 | $318,000 | -1.2% | 1,207 | 0.0% | 0.30% | +8.2% |
| Q4 2017 | $322,000 | +6.3% | 1,207 | 0.0% | 0.28% | +1.1% |
| Q3 2017 | $303,000 | +3.8% | 1,207 | 0.0% | 0.28% | +1.5% |
| Q2 2017 | $292,000 | +2.5% | 1,207 | 0.0% | 0.28% | +1.9% |
| Q1 2017 | $285,000 | +5.6% | 1,207 | -0.2% | 0.27% | +2.7% |
| Q4 2016 | $270,000 | – | 1,209 | – | 0.26% | – |
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% |