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 | $3,818,781 | -1.4% | 48,644 | +70.0% | 1.07% | -0.5% |
| Q2 2023 | $3,871,629 | +4.3% | 28,614 | +0.1% | 1.08% | -0.5% |
| Q1 2023 | $3,713,079 | +13.0% | 28,592 | +232.8% | 1.08% | +3.7% |
| Q4 2022 | $3,285,839 | +6.4% | 8,592 | -0.6% | 1.04% | -15.9% |
| Q3 2022 | $3,089,000 | -5.3% | 8,647 | 0.0% | 1.24% | -0.5% |
| Q2 2022 | $3,262,000 | -16.5% | 8,647 | 0.0% | 1.25% | +5.3% |
| Q1 2022 | $3,905,000 | -14.6% | 8,647 | -10.4% | 1.18% | -7.6% |
| Q4 2021 | $4,575,000 | +22.7% | 9,647 | +11.0% | 1.28% | +13.0% |
| Q3 2021 | $3,730,000 | 0.0% | 8,691 | -0.3% | 1.13% | +2.9% |
| Q2 2021 | $3,730,000 | +876.4% | 8,714 | +203.9% | 1.10% | +781.6% |
| Q1 2021 | $382,000 | +81.0% | 2,867 | -71.8% | 0.12% | +4.2% |
| Q4 2019 | $211,000 | – | 10,167 | – | 0.12% | – |
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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% |