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 2023 | $7,983 | +7.1% | 19,500 | 0.0% | 3.51% | -5.1% |
| Q4 2022 | $7,457 | -99.8% | 19,500 | +62.5% | 3.70% | +41.5% |
| Q3 2022 | $4,286,000 | -71.6% | 12,000 | -70.0% | 2.62% | -59.1% |
| Q2 2022 | $15,090,000 | +403.7% | 40,000 | +471.4% | 6.39% | +222.7% |
| Q2 2021 | $2,996,000 | -46.6% | 7,000 | -53.3% | 1.98% | -61.3% |
| Q4 2020 | $5,608,000 | +11.6% | 15,000 | 0.0% | 5.12% | +28.5% |
| Q3 2020 | $5,023,000 | +48.1% | 15,000 | +36.4% | 3.98% | +13.4% |
| Q2 2020 | $3,392,000 | -62.7% | 11,000 | -73.8% | 3.51% | -0.9% |
| Q3 2016 | $9,085,000 | -58.9% | 42,000 | -60.2% | 3.54% | -55.0% |
| Q2 2016 | $22,105,000 | +424.6% | 105,500 | +414.6% | 7.88% | +360.3% |
| Q1 2016 | $4,214,000 | +87.9% | 20,500 | +86.4% | 1.71% | +81.8% |
| Q4 2015 | $2,243,000 | +6.4% | 11,000 | 0.0% | 0.94% | +7.3% |
| Q3 2015 | $2,108,000 | – | 11,000 | – | 0.88% | – |
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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% |