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 | $1,688,546 | -93.4% | 3,950 | -93.1% | 0.23% | -91.6% |
| Q2 2023 | $25,488,600 | -28.8% | 57,500 | -34.2% | 2.79% | -48.4% |
| Q1 2023 | $35,792,967 | -84.0% | 87,430 | -85.1% | 5.42% | -72.9% |
| Q4 2022 | $224,040,478 | +25.7% | 585,830 | +19.2% | 20.01% | +8.2% |
| Q3 2022 | $178,253,000 | +40.9% | 491,338 | +46.5% | 18.50% | +48.4% |
| Q2 2022 | $126,535,000 | -5.9% | 335,316 | +14.4% | 12.46% | -16.6% |
| Q1 2022 | $134,437,000 | -11.3% | 293,079 | -8.2% | 14.95% | -2.8% |
| Q4 2021 | $151,582,000 | +1484.4% | 319,148 | +1331.5% | 15.38% | +1124.6% |
| Q3 2021 | $9,567,000 | -65.9% | 22,294 | -66.0% | 1.26% | -75.0% |
| Q2 2021 | $28,038,000 | +574.6% | 65,500 | +524.6% | 5.02% | +289.4% |
| Q1 2021 | $4,156,000 | +58.0% | 10,486 | +249.5% | 1.29% | +293.0% |
| Q4 2020 | $2,630,000 | -99.1% | 3,000 | -99.6% | 0.33% | -99.1% |
| Q3 2020 | $279,293,000 | +677.7% | 833,985 | +25172.3% | 38.32% | +343.3% |
| Q2 2020 | $35,911,000 | +17417.6% | 3,300 | +418.9% | 8.64% | +23259.5% |
| Q4 2019 | $205,000 | – | 636 | – | 0.04% | – |
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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% |