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 | $5,897,182 | -4.3% | 13,795 | -0.7% | 4.25% | -0.8% |
| Q2 2023 | $6,159,068 | +4.8% | 13,894 | -3.2% | 4.29% | -2.2% |
| Q1 2023 | $5,874,715 | +9.8% | 14,350 | +2.5% | 4.38% | +0.2% |
| Q4 2022 | $5,352,289 | +6.1% | 13,995 | -0.9% | 4.38% | -6.0% |
| Q3 2022 | $5,044,000 | -4.7% | 14,123 | +0.6% | 4.65% | -11.7% |
| Q2 2022 | $5,294,000 | -20.0% | 14,033 | -4.2% | 5.27% | -1.1% |
| Q1 2022 | $6,616,000 | -8.3% | 14,648 | -3.5% | 5.33% | -2.1% |
| Q4 2021 | $7,212,000 | +117.8% | 15,185 | +96.9% | 5.44% | +106.3% |
| Q3 2021 | $3,311,000 | +8.1% | 7,713 | +7.8% | 2.64% | +10.5% |
| Q2 2021 | $3,062,000 | -0.0% | 7,152 | -7.5% | 2.39% | -6.2% |
| Q1 2021 | $3,063,000 | -2.9% | 7,728 | -8.4% | 2.55% | -12.8% |
| Q4 2020 | $3,156,000 | -0.7% | 8,440 | -11.1% | 2.92% | -13.9% |
| Q3 2020 | $3,178,000 | +18.5% | 9,491 | +9.2% | 3.40% | +10.4% |
| Q2 2020 | $2,681,000 | +26.6% | 8,694 | +5.8% | 3.08% | +5.2% |
| Q1 2020 | $2,117,000 | -31.2% | 8,214 | -14.1% | 2.92% | -7.2% |
| Q4 2019 | $3,077,000 | – | 9,560 | – | 3.15% | – |
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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% |