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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,474,535 | +8.3% | 3,326 | 0.0% | 0.76% | +6.1% |
Q1 2023 | $1,361,521 | -0.4% | 3,326 | -13.1% | 0.72% | -19.0% |
Q4 2022 | $1,367,334 | +0.0% | 3,828 | 0.0% | 0.89% | -0.2% |
Q3 2022 | $1,367,000 | -24.9% | 3,828 | -16.9% | 0.89% | -18.8% |
Q2 2022 | $1,820,000 | +5.9% | 4,605 | +22.4% | 1.10% | +32.2% |
Q1 2022 | $1,719,000 | +46.7% | 3,763 | +52.5% | 0.83% | +55.0% |
Q4 2021 | $1,172,000 | +31.7% | 2,468 | +18.9% | 0.54% | +16.3% |
Q3 2021 | $890,000 | -4.0% | 2,075 | -4.2% | 0.46% | -4.6% |
Q2 2021 | $927,000 | +10.5% | 2,167 | +2.4% | 0.48% | +2.1% |
Q1 2021 | $839,000 | +30.3% | 2,117 | +23.0% | 0.47% | +23.2% |
Q4 2020 | $644,000 | +46.0% | 1,721 | +30.6% | 0.38% | +23.2% |
Q3 2020 | $441,000 | – | 1,318 | – | 0.31% | – |
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% |