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 | $11,755,700 | -62.1% | 27,500 | -60.7% | 13.53% | -45.0% |
| Q2 2023 | $31,029,600 | -66.5% | 70,000 | -65.9% | 24.61% | -25.7% |
| Q1 2022 | $92,586,000 | +174.2% | 205,000 | +188.3% | 33.14% | +211.3% |
| Q4 2021 | $33,770,000 | -25.9% | 71,100 | -38.2% | 10.64% | -29.0% |
| Q1 2021 | $45,579,000 | -27.2% | 115,000 | -31.3% | 15.00% | -39.7% |
| Q4 2020 | $62,626,000 | – | 167,500 | – | 24.89% | – |
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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% |