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 | $17,203,681 | -6.0% | 40,244 | -2.5% | 5.77% | -1.0% |
| Q2 2023 | $18,303,436 | +74.5% | 41,291 | +61.2% | 5.84% | +66.2% |
| Q1 2023 | $10,487,632 | +6.9% | 25,618 | -0.1% | 3.51% | +4.7% |
| Q4 2022 | $9,807,905 | -16.5% | 25,646 | -22.0% | 3.35% | -23.9% |
| Q3 2022 | $11,751,000 | +159.2% | 32,899 | +173.8% | 4.41% | +157.7% |
| Q2 2022 | $4,533,000 | -80.9% | 12,015 | -77.2% | 1.71% | -77.8% |
| Q1 2022 | $23,775,000 | -2.2% | 52,641 | +2.8% | 7.71% | +2.2% |
| Q4 2021 | $24,318,000 | +29.9% | 51,201 | +17.4% | 7.55% | +18.5% |
| Q3 2021 | $18,723,000 | +30.0% | 43,628 | +29.7% | 6.37% | +27.7% |
| Q2 2021 | $14,402,000 | +58.5% | 33,645 | +46.8% | 4.99% | +36.9% |
| Q1 2021 | $9,085,000 | +265.0% | 22,922 | +244.3% | 3.64% | +216.8% |
| Q4 2020 | $2,489,000 | -56.0% | 6,657 | -60.6% | 1.15% | -61.4% |
| Q3 2020 | $5,656,000 | +185.9% | 16,889 | +163.3% | 2.98% | +156.3% |
| Q2 2020 | $1,978,000 | +1682.0% | 6,414 | +1587.9% | 1.16% | +2963.2% |
| Q3 2018 | $111,000 | +113.5% | 380 | +100.0% | 0.04% | +5.6% |
| Q2 2018 | $52,000 | +8.3% | 190 | 0.0% | 0.04% | +9.1% |
| Q1 2018 | $48,000 | -4.0% | 190 | 0.0% | 0.03% | -5.7% |
| Q4 2017 | $50,000 | – | 190 | – | 0.04% | – |
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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% |