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 | $978,260 | -4.8% | 2,288 | -1.3% | 0.68% | -16.3% |
| Q2 2023 | $1,027,653 | +8.3% | 2,318 | 0.0% | 0.81% | +3.3% |
| Q1 2023 | $948,890 | +71031.2% | 2,318 | -33.5% | 0.78% | -33.2% |
| Q4 2022 | $1,334 | -99.8% | 3,487 | +122.2% | 1.18% | +144.8% |
| Q3 2022 | $560,000 | -14.8% | 1,569 | -9.9% | 0.48% | -6.1% |
| Q2 2022 | $657,000 | -13.0% | 1,742 | +4.2% | 0.51% | -1.7% |
| Q1 2022 | $755,000 | +1.6% | 1,671 | +6.8% | 0.52% | +17.6% |
| Q4 2021 | $743,000 | -11.3% | 1,564 | -20.0% | 0.44% | -16.8% |
| Q3 2021 | $838,000 | +0.2% | 1,954 | +0.1% | 0.53% | -1.3% |
| Q2 2021 | $836,000 | +16.9% | 1,953 | +8.2% | 0.54% | +6.1% |
| Q1 2021 | $715,000 | +6.7% | 1,805 | +0.8% | 0.51% | -2.5% |
| Q4 2020 | $670,000 | +5.2% | 1,791 | -5.9% | 0.52% | -11.3% |
| Q3 2020 | $637,000 | -2.6% | 1,903 | -10.2% | 0.59% | -19.6% |
| Q2 2020 | $654,000 | +24.6% | 2,119 | +4.0% | 0.73% | -2.8% |
| Q1 2020 | $525,000 | – | 2,038 | – | 0.75% | – |
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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% |