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 | $17,501,280 | -1.4% | 40,941 | +2.3% | 4.81% | -1.3% |
| Q2 2023 | $17,746,637 | +12.8% | 40,035 | +4.2% | 4.87% | +0.5% |
| Q1 2023 | $15,734,991 | +10.5% | 38,435 | +3.2% | 4.85% | -3.2% |
| Q4 2022 | $14,239,135 | -20.3% | 37,233 | -25.6% | 5.01% | -30.2% |
| Q3 2022 | $17,870,000 | +1.9% | 50,030 | +7.6% | 7.18% | +2.8% |
| Q2 2022 | $17,543,000 | -18.2% | 46,503 | -2.1% | 6.98% | -14.6% |
| Q1 2022 | $21,458,000 | -14.6% | 47,512 | -10.2% | 8.18% | -22.2% |
| Q4 2021 | $25,139,000 | +11.1% | 52,928 | +0.4% | 10.51% | +1.9% |
| Q3 2021 | $22,630,000 | -3.0% | 52,734 | -3.3% | 10.31% | -6.6% |
| Q2 2021 | $23,333,000 | +20.9% | 54,509 | +5.6% | 11.04% | -13.4% |
| Q4 2020 | $19,300,000 | +30.5% | 51,621 | +16.9% | 12.74% | +21.4% |
| Q3 2020 | $14,792,000 | +79.3% | 44,171 | +65.1% | 10.49% | +31.7% |
| Q2 2020 | $8,251,000 | +118.9% | 26,757 | +83.0% | 7.97% | +66.7% |
| Q1 2020 | $3,770,000 | -80.2% | 14,625 | -75.3% | 4.78% | -66.0% |
| Q4 2019 | $19,087,000 | – | 59,302 | – | 14.07% | – |
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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% |