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 | $10,106,723 | +3.9% | 23,722 | +8.1% | 1.38% | +5.7% |
| Q2 2023 | $9,728,173 | +14.3% | 21,946 | +5.6% | 1.31% | +6.2% |
| Q1 2023 | $8,508,319 | -15.0% | 20,783 | -20.6% | 1.23% | +19.0% |
| Q4 2022 | $10,013,350 | +35.8% | 26,183 | +26.8% | 1.04% | -34.7% |
| Q3 2022 | $7,373,000 | -1.8% | 20,643 | +3.7% | 1.59% | +135.7% |
| Q2 2022 | $7,508,000 | -13.7% | 19,901 | +3.3% | 0.67% | -57.1% |
| Q1 2022 | $8,701,000 | -2.3% | 19,264 | +2.7% | 1.57% | +1.0% |
| Q4 2021 | $8,908,000 | +16.6% | 18,755 | +5.3% | 1.55% | +14.3% |
| Q3 2021 | $7,641,000 | +5.2% | 17,804 | +5.0% | 1.36% | +1.2% |
| Q2 2021 | $7,261,000 | -38.7% | 16,962 | -44.8% | 1.34% | +23.2% |
| Q1 2021 | $11,838,000 | +108.5% | 30,730 | +102.4% | 1.09% | +5.5% |
| Q4 2020 | $5,677,000 | -0.5% | 15,185 | -10.8% | 1.03% | -27.1% |
| Q3 2020 | $5,703,000 | +6.5% | 17,028 | -2.0% | 1.42% | +10.6% |
| Q2 2020 | $5,356,000 | +16.4% | 17,370 | -2.7% | 1.28% | -8.9% |
| Q1 2020 | $4,602,000 | – | 17,854 | – | 1.41% | – |
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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% |