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 | $24,912,679 | -2.3% | 58,278 | +1.3% | 0.38% | +1.9% |
Q2 2023 | $25,497,909 | +8.6% | 57,521 | +0.3% | 0.38% | +3.9% |
Q1 2023 | $23,471,556 | -41.4% | 57,333 | -45.3% | 0.36% | -44.0% |
Q4 2022 | $40,055,334 | -3.9% | 104,739 | -10.2% | 0.64% | -12.2% |
Q3 2022 | $41,672,000 | +6.2% | 116,666 | +12.1% | 0.74% | +11.7% |
Q2 2022 | $39,252,000 | -17.7% | 104,049 | -1.5% | 0.66% | -2.8% |
Q1 2022 | $47,707,000 | -13.3% | 105,630 | -8.8% | 0.68% | -7.1% |
Q4 2021 | $55,016,000 | +24.8% | 115,831 | +12.7% | 0.73% | +16.3% |
Q3 2021 | $44,100,000 | +4.3% | 102,763 | +4.1% | 0.63% | +4.2% |
Q2 2021 | $42,262,000 | +11.3% | 98,730 | +3.0% | 0.60% | +2.2% |
Q1 2021 | $37,984,000 | +5.1% | 95,837 | -0.9% | 0.59% | -2.5% |
Q4 2020 | $36,149,000 | +11.4% | 96,683 | -0.2% | 0.60% | -4.1% |
Q3 2020 | $32,440,000 | +3.9% | 96,867 | -4.4% | 0.63% | -2.2% |
Q2 2020 | $31,229,000 | +15.9% | 101,274 | -3.1% | 0.64% | -2.7% |
Q1 2020 | $26,939,000 | -3.2% | 104,515 | +20.9% | 0.66% | +12.6% |
Q4 2019 | $27,820,000 | +19.4% | 86,440 | +10.1% | 0.59% | +13.5% |
Q3 2019 | $23,308,000 | -0.2% | 78,541 | -1.4% | 0.52% | +0.4% |
Q2 2019 | $23,345,000 | +5.1% | 79,674 | +1.3% | 0.52% | +3.4% |
Q1 2019 | $22,213,000 | -3.4% | 78,637 | -14.6% | 0.50% | -12.5% |
Q4 2018 | $23,000,000 | +5.2% | 92,028 | +22.3% | 0.57% | +17.5% |
Q3 2018 | $21,870,000 | +16.1% | 75,228 | +8.4% | 0.48% | +5.2% |
Q2 2018 | $18,830,000 | +17.3% | 69,410 | +13.7% | 0.46% | +14.4% |
Q1 2018 | $16,058,000 | +58.5% | 61,023 | +51.3% | 0.40% | +49.8% |
Q4 2017 | $10,134,000 | 0.0% | 40,337 | 0.0% | 0.27% | +2.3% |
Q3 2017 | $10,134,000 | +15.5% | 40,337 | +11.2% | 0.26% | +8.7% |
Q2 2017 | $8,772,000 | +36.9% | 36,275 | +33.5% | 0.24% | +32.2% |
Q1 2017 | $6,408,000 | – | 27,180 | – | 0.18% | – |
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% |