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 | $219 | -3.1% | 512 | +0.4% | 0.14% | +3.7% |
| Q2 2023 | $226 | +8.1% | 510 | 0.0% | 0.14% | +1.5% |
| Q1 2023 | $209 | -99.9% | 510 | -4.0% | 0.13% | +3.1% |
| Q1 2022 | $240,000 | -4.8% | 531 | 0.0% | 0.13% | -3.7% |
| Q4 2021 | $252,000 | +10.5% | 531 | 0.0% | 0.13% | +3.1% |
| Q3 2021 | $228,000 | -15.9% | 531 | -16.0% | 0.13% | -15.0% |
| Q2 2021 | $271,000 | +12.0% | 632 | +3.4% | 0.15% | -3.2% |
| Q1 2021 | $242,000 | – | 611 | – | 0.16% | – |
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% |