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 | $8,107,192 | +41.8% | 18,965 | +47.1% | 5.97% | +40.9% |
| Q2 2023 | $5,715,652 | +246.3% | 12,894 | +219.8% | 4.24% | +330.4% |
| Q1 2023 | $1,650,660 | -7.2% | 4,032 | -13.3% | 0.98% | -35.2% |
| Q4 2022 | $1,777,917 | -99.9% | 4,649 | +3.7% | 1.52% | -8.0% |
| Q3 2022 | $1,601,952,000 | +68535.5% | 4,485 | -13.2% | 1.65% | +11.5% |
| Q1 2022 | $2,334,000 | +0.0% | 5,167 | +5.2% | 1.48% | +7.6% |
| Q4 2021 | $2,333,000 | -65.8% | 4,911 | -69.1% | 1.38% | -68.8% |
| Q3 2021 | $6,818,000 | -18.8% | 15,887 | -19.1% | 4.42% | -4.0% |
| Q2 2021 | $8,401,000 | +235.2% | 19,626 | +210.4% | 4.60% | +207.8% |
| Q1 2021 | $2,506,000 | -71.2% | 6,322 | -72.9% | 1.50% | -75.4% |
| Q4 2020 | $8,714,000 | -44.3% | 23,308 | -50.1% | 6.08% | -49.0% |
| Q3 2020 | $15,643,000 | +23.0% | 46,712 | +13.2% | 11.90% | +1.5% |
| Q2 2020 | $12,722,000 | +3187.3% | 41,256 | +2907.0% | 11.73% | +3929.6% |
| Q4 2017 | $387,000 | +59.9% | 1,372 | +45.8% | 0.29% | +58.2% |
| Q3 2017 | $242,000 | -47.3% | 941 | -50.4% | 0.18% | -46.5% |
| Q2 2017 | $459,000 | +25.8% | 1,896 | +22.3% | 0.34% | +13.9% |
| Q1 2017 | $365,000 | -35.3% | 1,550 | -42.4% | 0.30% | -45.9% |
| Q2 2016 | $564,000 | +164.8% | 2,691 | +157.3% | 0.56% | +127.8% |
| Q4 2015 | $213,000 | – | 1,046 | – | 0.24% | – |
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% |