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 | $276,580 | -3.6% | 647 | 0.0% | 0.20% | +3.1% |
| Q2 2023 | $286,803 | +8.3% | 647 | 0.0% | 0.19% | +3.2% |
| Q1 2023 | $264,876 | +7.1% | 647 | 0.0% | 0.18% | +5.1% |
| Q4 2022 | $247,432 | +7.1% | 647 | 0.0% | 0.18% | -4.3% |
| Q3 2022 | $231,000 | -5.3% | 647 | 0.0% | 0.18% | +2.2% |
| Q2 2022 | $244,000 | -16.4% | 647 | 0.0% | 0.18% | +5.3% |
| Q1 2022 | $292,000 | -4.9% | 647 | 0.0% | 0.17% | +6.9% |
| Q4 2021 | $307,000 | +2.7% | 647 | -7.2% | 0.16% | -7.0% |
| Q3 2021 | $299,000 | +0.3% | 697 | 0.0% | 0.17% | +1.8% |
| Q2 2021 | $298,000 | +8.0% | 697 | 0.0% | 0.17% | -5.6% |
| Q1 2021 | $276,000 | +5.7% | 697 | 0.0% | 0.18% | -5.3% |
| Q4 2020 | $261,000 | +12.0% | 697 | 0.0% | 0.19% | -11.3% |
| Q3 2020 | $233,000 | +8.4% | 697 | 0.0% | 0.21% | -10.1% |
| Q2 2020 | $215,000 | +18.1% | 697 | -1.4% | 0.24% | +3.5% |
| Q1 2020 | $182,000 | -30.0% | 707 | -12.4% | 0.23% | +6.0% |
| Q4 2019 | $260,000 | +8.8% | 807 | 0.0% | 0.22% | -5.3% |
| Q3 2019 | $239,000 | +1.3% | 807 | 0.0% | 0.23% | 0.0% |
| Q2 2019 | $236,000 | +4.9% | 807 | +1.3% | 0.23% | -1.7% |
| Q1 2019 | $225,000 | +18.4% | 797 | +4.9% | 0.23% | -1.3% |
| Q4 2018 | $190,000 | – | 760 | – | 0.24% | – |
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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% |