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 | $427 | -51.9% | 1,000 | -50.0% | 0.09% | -51.3% |
| Q2 2023 | $887 | -27.8% | 2,000 | -33.3% | 0.19% | -34.8% |
| Q1 2023 | $1,228 | -70.8% | 3,000 | -72.7% | 0.29% | -69.4% |
| Q4 2022 | $4,206 | -99.8% | 11,000 | +83.3% | 0.95% | +80.7% |
| Q3 2022 | $2,143,000 | +67.0% | 6,000 | +76.5% | 0.52% | +77.6% |
| Q2 2022 | $1,283,000 | -32.4% | 3,400 | -19.0% | 0.30% | -22.6% |
| Q1 2022 | $1,897,000 | +145.7% | 4,200 | +133.3% | 0.38% | +142.7% |
| Q3 2021 | $772,000 | -52.6% | 1,800 | -52.6% | 0.16% | -48.2% |
| Q2 2021 | $1,627,000 | -64.0% | 3,800 | -66.7% | 0.30% | -66.8% |
| Q1 2021 | $4,519,000 | +36.6% | 11,400 | +28.9% | 0.91% | +55.8% |
| Q4 2020 | $3,307,000 | – | 8,843 | – | 0.59% | – |
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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% |