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 | $661,312 | -3.6% | 1,547 | 0.0% | 0.15% | +1.3% |
| Q2 2023 | $685,754 | +15.8% | 1,547 | -0.1% | 0.15% | +11.9% |
| Q4 2022 | $592,002 | +6.7% | 1,548 | -0.4% | 0.13% | -2.9% |
| Q3 2022 | $555,000 | -8.1% | 1,554 | -2.9% | 0.14% | -1.4% |
| Q2 2022 | $604,000 | -17.9% | 1,600 | -1.8% | 0.14% | -7.9% |
| Q1 2022 | $736,000 | -12.9% | 1,630 | -8.4% | 0.15% | -9.0% |
| Q4 2021 | $845,000 | -34.8% | 1,779 | -41.1% | 0.17% | -37.7% |
| Q3 2021 | $1,296,000 | +70.8% | 3,021 | +70.5% | 0.27% | +67.5% |
| Q2 2021 | $759,000 | -6.6% | 1,772 | -13.6% | 0.16% | -12.1% |
| Q1 2021 | $813,000 | +8.8% | 2,052 | -8.1% | 0.18% | -13.7% |
| Q3 2020 | $747,000 | -14.6% | 2,232 | -21.3% | 0.21% | -22.1% |
| Q2 2020 | $875,000 | +241.8% | 2,836 | +185.0% | 0.27% | +188.3% |
| Q1 2020 | $256,000 | -20.7% | 995 | -0.7% | 0.09% | -4.1% |
| Q4 2019 | $323,000 | – | 1,002 | – | 0.10% | – |
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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% |