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 | $512,041 | -7.2% | 1,187 | -4.2% | 0.03% | -3.1% |
Q2 2023 | $552,006 | +27.9% | 1,239 | +17.6% | 0.03% | +18.5% |
Q1 2023 | $431,481 | +3.8% | 1,054 | -3.0% | 0.03% | -3.6% |
Q4 2022 | $415,525 | +9.3% | 1,087 | +2.3% | 0.03% | -3.4% |
Q3 2022 | $380,000 | -4.5% | 1,063 | +0.9% | 0.03% | -3.3% |
Q2 2022 | $398,000 | -21.2% | 1,054 | -5.8% | 0.03% | -9.1% |
Q1 2022 | $505,000 | +1.6% | 1,119 | +6.9% | 0.03% | -5.7% |
Q4 2021 | $497,000 | +11.7% | 1,047 | +1.0% | 0.04% | 0.0% |
Q3 2021 | $445,000 | +0.2% | 1,037 | 0.0% | 0.04% | -2.8% |
Q2 2021 | $444,000 | +27.6% | 1,037 | +18.0% | 0.04% | +20.0% |
Q1 2021 | $348,000 | +11.2% | 879 | +5.0% | 0.03% | 0.0% |
Q4 2020 | $313,000 | -1.9% | 837 | -12.1% | 0.03% | -16.7% |
Q3 2020 | $319,000 | +8.9% | 952 | +0.1% | 0.04% | 0.0% |
Q2 2020 | $293,000 | +19.1% | 951 | -0.4% | 0.04% | -2.7% |
Q1 2020 | $246,000 | -19.9% | 955 | 0.0% | 0.04% | +12.1% |
Q4 2019 | $307,000 | – | 955 | – | 0.03% | – |
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% |