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 | $6,021 | -3.5% | 14,086 | +0.1% | 0.97% | -2.1% |
| Q2 2023 | $6,240 | +8.4% | 14,077 | +0.1% | 0.99% | +5.8% |
| Q1 2023 | $5,759 | -1.9% | 14,067 | -8.4% | 0.93% | -7.0% |
| Q4 2022 | $5,870 | -99.9% | 15,350 | -46.9% | 1.00% | -47.8% |
| Q3 2022 | $10,334,000 | -8.3% | 28,934 | -3.1% | 1.92% | -5.7% |
| Q2 2022 | $11,265,000 | -17.9% | 29,861 | -1.7% | 2.04% | -5.8% |
| Q1 2022 | $13,714,000 | -26.4% | 30,365 | -22.6% | 2.16% | -22.0% |
| Q4 2021 | $18,630,000 | +3.9% | 39,224 | +0.4% | 2.77% | -8.0% |
| Q3 2021 | $17,933,000 | -2.3% | 39,049 | -8.9% | 3.02% | -11.5% |
| Q2 2021 | $18,355,000 | +7.7% | 42,880 | -0.3% | 3.40% | +6.5% |
| Q1 2021 | $17,050,000 | – | 43,019 | – | 3.20% | – |
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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% |