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 | $275,446 | +2.9% | 644 | +6.6% | 0.05% | +4.5% |
| Q2 2023 | $267,659 | +16.9% | 604 | +8.1% | 0.04% | +10.0% |
| Q1 2023 | $228,987 | -59.6% | 559 | -62.2% | 0.04% | -61.5% |
| Q4 2022 | $566,125 | +86.2% | 1,480 | +76.6% | 0.10% | +62.5% |
| Q3 2022 | $304,000 | -22.1% | 838 | -17.7% | 0.06% | -19.0% |
| Q2 2022 | $390,000 | -4.9% | 1,018 | +11.3% | 0.08% | +3.9% |
| Q1 2022 | $410,000 | +21.3% | 915 | +26.7% | 0.08% | +20.6% |
| Q4 2021 | $338,000 | -0.9% | 722 | -9.2% | 0.06% | -14.9% |
| Q3 2021 | $341,000 | -52.0% | 795 | -52.1% | 0.07% | -51.6% |
| Q2 2021 | $711,000 | -96.4% | 1,660 | -96.7% | 0.15% | -96.5% |
| Q1 2021 | $19,727,000 | +3.9% | 49,775 | +1.3% | 4.42% | +0.5% |
| Q4 2020 | $18,981,000 | +18.1% | 49,148 | +4.2% | 4.40% | +3.1% |
| Q3 2020 | $16,067,000 | +13.5% | 47,151 | +5.3% | 4.27% | +2.4% |
| Q2 2020 | $14,161,000 | +90.7% | 44,789 | +65.3% | 4.16% | +58.2% |
| Q1 2020 | $7,426,000 | -33.9% | 27,098 | -21.9% | 2.63% | -20.7% |
| Q4 2019 | $11,229,000 | +20.7% | 34,696 | +7.4% | 3.32% | +2.9% |
| Q3 2019 | $9,303,000 | +4109.5% | 32,294 | +4019.1% | 3.22% | +3739.3% |
| Q1 2019 | $221,000 | +7.8% | 784 | -4.4% | 0.08% | -1.2% |
| Q4 2018 | $205,000 | -13.1% | 820 | +1.2% | 0.08% | -9.6% |
| Q3 2018 | $236,000 | +8.3% | 810 | +0.7% | 0.09% | +3.3% |
| Q2 2018 | $218,000 | – | 804 | – | 0.09% | – |
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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% |