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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,150,132 | +202.7% | 18,697 | +183.9% | 2.12% | +184.7% |
| Q3 2022 | $2,362,000 | +1.4% | 6,586 | +7.1% | 0.74% | +3.3% |
| Q2 2022 | $2,330,000 | -15.9% | 6,150 | +0.5% | 0.72% | -6.4% |
| Q1 2022 | $2,771,000 | -2.4% | 6,117 | +2.3% | 0.77% | -10.3% |
| Q4 2021 | $2,839,000 | +9.1% | 5,977 | -1.5% | 0.86% | +1.4% |
| Q3 2021 | $2,603,000 | +5.3% | 6,065 | +5.0% | 0.85% | +25.1% |
| Q2 2021 | $2,473,000 | +15.2% | 5,778 | +6.6% | 0.68% | +12.1% |
| Q1 2021 | $2,147,000 | +10.0% | 5,418 | +3.8% | 0.60% | +3.3% |
| Q4 2020 | $1,951,000 | +5.8% | 5,218 | -5.2% | 0.58% | -0.5% |
| Q3 2020 | $1,844,000 | +8.6% | 5,506 | 0.0% | 0.59% | -1.0% |
| Q2 2020 | $1,698,000 | +170.0% | 5,506 | +125.6% | 0.59% | +126.3% |
| Q1 2020 | $629,000 | -6.7% | 2,441 | +16.6% | 0.26% | +8.3% |
| Q4 2019 | $674,000 | +8.5% | 2,093 | 0.0% | 0.24% | +1.7% |
| Q3 2019 | $621,000 | -0.6% | 2,093 | 0.0% | 0.24% | -6.7% |
| Q2 2019 | $625,000 | +5.8% | 2,093 | 0.0% | 0.26% | 0.0% |
| Q1 2019 | $591,000 | +13.0% | 2,093 | 0.0% | 0.26% | -1.9% |
| Q4 2018 | $523,000 | – | 2,093 | – | 0.26% | – |
Download | ||||||
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% |