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 | $547,413 | -3.5% | 1,280 | 0.0% | 0.15% | -5.6% |
| Q2 2023 | $567,553 | +25.5% | 1,280 | +15.8% | 0.16% | +10.3% |
| Q1 2023 | $452,391 | +5.3% | 1,105 | -1.6% | 0.15% | -6.4% |
| Q4 2022 | $429,478 | +7.1% | 1,123 | 0.0% | 0.16% | -2.5% |
| Q3 2022 | $401,000 | -5.4% | 1,123 | 0.0% | 0.16% | -5.9% |
| Q2 2022 | $424,000 | -16.2% | 1,123 | +0.3% | 0.17% | +3.0% |
| Q1 2022 | $506,000 | -4.9% | 1,120 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $532,000 | +30.7% | 1,120 | +18.1% | 0.16% | +14.6% |
| Q3 2021 | $407,000 | +0.2% | 948 | 0.0% | 0.14% | -4.0% |
| Q2 2021 | $406,000 | +8.0% | 948 | 0.0% | 0.15% | +2.0% |
| Q1 2021 | $376,000 | +6.2% | 948 | 0.0% | 0.15% | -14.0% |
| Q4 2020 | $354,000 | +5.0% | 948 | -5.7% | 0.17% | +6.2% |
| Q3 2020 | $337,000 | +8.7% | 1,005 | 0.0% | 0.16% | +1.9% |
| Q2 2020 | $310,000 | +19.7% | 1,005 | 0.0% | 0.16% | -19.0% |
| Q1 2020 | $259,000 | -31.3% | 1,005 | -14.1% | 0.20% | -15.6% |
| Q4 2019 | $377,000 | +3.3% | 1,170 | -5.0% | 0.23% | -4.1% |
| Q3 2019 | $365,000 | -1.6% | 1,231 | -2.8% | 0.24% | -5.1% |
| Q2 2019 | $371,000 | -0.5% | 1,266 | -4.2% | 0.25% | -7.0% |
| Q1 2019 | $373,000 | – | 1,321 | – | 0.27% | – |
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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% |