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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,575,338 | -4.2% | 9,349 | -10.6% | 2.08% | -9.8% |
| Q3 2022 | $3,734,000 | -7.9% | 10,453 | -2.7% | 2.31% | -7.3% |
| Q2 2022 | $4,053,000 | -16.2% | 10,744 | +0.3% | 2.49% | -5.8% |
| Q1 2022 | $4,836,000 | -34.1% | 10,707 | -30.7% | 2.65% | -35.0% |
| Q4 2021 | $7,333,000 | +0.6% | 15,440 | -9.1% | 4.07% | -6.3% |
| Q3 2021 | $7,289,000 | -3.9% | 16,986 | -4.1% | 4.34% | -5.6% |
| Q2 2021 | $7,585,000 | +9.2% | 17,720 | +1.1% | 4.60% | +0.7% |
| Q1 2021 | $6,944,000 | -33.8% | 17,520 | -37.6% | 4.57% | -36.5% |
| Q4 2020 | $10,496,000 | +13.3% | 28,072 | +1.5% | 7.20% | -4.9% |
| Q3 2020 | $9,263,000 | +2.8% | 27,660 | -5.4% | 7.57% | +1.4% |
| Q2 2020 | $9,014,000 | +6.1% | 29,231 | -11.3% | 7.46% | -17.0% |
| Q1 2020 | $8,498,000 | +212.5% | 32,969 | +290.3% | 8.99% | +269.1% |
| Q4 2019 | $2,719,000 | +7.1% | 8,448 | -1.2% | 2.44% | +58.8% |
| Q3 2019 | $2,538,000 | -4.8% | 8,552 | -6.0% | 1.53% | +5.7% |
| Q2 2019 | $2,665,000 | +114.4% | 9,094 | +106.7% | 1.45% | +121.2% |
| Q1 2019 | $1,243,000 | +54.4% | 4,399 | +36.6% | 0.66% | +59.6% |
| Q4 2018 | $805,000 | +78.1% | 3,220 | +107.1% | 0.41% | +97.6% |
| Q3 2018 | $452,000 | +135.4% | 1,555 | +119.6% | 0.21% | +121.3% |
| Q2 2018 | $192,000 | +3.2% | 708 | 0.0% | 0.09% | +3.3% |
| Q1 2018 | $186,000 | -18.1% | 708 | -16.5% | 0.09% | -15.0% |
| Q4 2017 | $227,000 | +6.1% | 848 | 0.0% | 0.11% | -4.5% |
| Q3 2017 | $214,000 | +0.5% | 848 | -3.4% | 0.11% | -3.4% |
| Q2 2017 | $213,000 | +2.9% | 878 | 0.0% | 0.12% | +2.7% |
| Q1 2017 | $207,000 | -2.4% | 878 | -6.3% | 0.11% | -13.1% |
| Q4 2016 | $212,000 | +6.0% | 937 | 0.0% | 0.13% | +5.7% |
| Q3 2016 | $200,000 | -10.7% | 937 | -12.2% | 0.12% | -10.9% |
| Q2 2016 | $224,000 | -3.4% | 1,067 | -6.2% | 0.14% | -27.7% |
| Q4 2015 | $232,000 | – | 1,138 | – | 0.19% | – |
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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% |