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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $50,611,000 | +6.0% | 127,700 | 0.0% | 2.61% | +5.7% |
| Q4 2020 | $47,744,000 | -85.7% | 127,700 | -87.2% | 2.47% | -84.6% |
| Q3 2020 | $334,387,000 | +8.6% | 998,500 | 0.0% | 16.02% | -27.7% |
| Q2 2020 | $307,898,000 | +19.6% | 998,500 | 0.0% | 22.16% | -10.8% |
| Q1 2020 | $257,364,000 | -23.2% | 998,500 | -4.1% | 24.84% | +12.9% |
| Q4 2019 | $334,960,000 | – | 1,040,700 | – | 22.00% | – |
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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% |