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 | $16,055 | +0.5% | 37,558 | +4.2% | 0.80% | +7.7% |
| Q2 2023 | $15,972 | -5.9% | 36,033 | -13.1% | 0.74% | -10.6% |
| Q1 2023 | $16,979 | -6.3% | 41,476 | -12.4% | 0.83% | -12.1% |
| Q4 2022 | $18,113 | -99.9% | 47,365 | +0.1% | 0.95% | -1.6% |
| Q3 2022 | $16,906,000 | -2.7% | 47,330 | +2.7% | 0.96% | +7.1% |
| Q2 2022 | $17,378,000 | -0.2% | 46,065 | +19.5% | 0.90% | +19.9% |
| Q1 2022 | $17,410,000 | -4.3% | 38,550 | +0.6% | 0.75% | +5.6% |
| Q4 2021 | $18,194,000 | +19.5% | 38,306 | +7.9% | 0.71% | +8.4% |
| Q3 2021 | $15,231,000 | -8.0% | 35,493 | -8.2% | 0.66% | -11.0% |
| Q2 2021 | $16,552,000 | -28.1% | 38,670 | -33.4% | 0.74% | -37.0% |
| Q1 2021 | $23,009,000 | -18.8% | 58,053 | -23.4% | 1.17% | -25.6% |
| Q4 2020 | $28,350,000 | +32.6% | 75,827 | +18.7% | 1.57% | +14.3% |
| Q3 2020 | $21,386,000 | +6.6% | 63,856 | -1.8% | 1.37% | -6.0% |
| Q2 2020 | $20,059,000 | +12.8% | 65,051 | -5.7% | 1.46% | -3.2% |
| Q1 2020 | $17,788,000 | -10.8% | 69,012 | +11.4% | 1.51% | +10.6% |
| Q4 2019 | $19,931,000 | – | 61,923 | – | 1.36% | – |
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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% |