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 | $4,451,742 | +23.3% | 10,414 | +8.8% | 0.71% | -4.5% |
| Q2 2022 | $3,611,000 | -17.1% | 9,573 | -0.7% | 0.75% | -29.4% |
| Q1 2022 | $4,356,000 | +1.2% | 9,645 | +6.4% | 1.06% | +11.8% |
| Q4 2021 | $4,304,000 | +8.7% | 9,062 | -1.8% | 0.95% | -13.0% |
| Q3 2021 | $3,959,000 | +19.0% | 9,226 | +18.7% | 1.09% | +2.9% |
| Q2 2021 | $3,328,000 | +57.7% | 7,774 | +49.4% | 1.06% | -1.1% |
| Q1 2021 | $2,110,000 | +238.7% | 5,205 | +63.4% | 1.07% | +105.4% |
| Q2 2014 | $623,000 | -18.1% | 3,185 | -21.7% | 0.52% | -31.9% |
| Q1 2014 | $761,000 | +16.9% | 4,070 | +15.6% | 0.76% | +14.3% |
| Q4 2013 | $651,000 | – | 3,522 | – | 0.67% | – |
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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% |