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 | $3,847,824 | -2.9% | 9,001 | +0.7% | 1.94% | +0.4% |
| Q2 2023 | $3,963,835 | +5.3% | 8,942 | -2.8% | 1.94% | +0.1% |
| Q1 2023 | $3,765,123 | +8.1% | 9,197 | +1.0% | 1.93% | +6.9% |
| Q4 2022 | $3,483,759 | +13.4% | 9,110 | +5.9% | 1.81% | +3.7% |
| Q3 2022 | $3,073,000 | -5.3% | 8,603 | +1.1% | 1.74% | -0.5% |
| Q2 2022 | $3,245,000 | -14.0% | 8,510 | +1.9% | 1.75% | -4.0% |
| Q1 2022 | $3,773,000 | -1.5% | 8,354 | +3.6% | 1.83% | +0.3% |
| Q4 2021 | $3,831,000 | +10.9% | 8,067 | +0.2% | 1.82% | -2.9% |
| Q3 2021 | $3,454,000 | -1.0% | 8,048 | -1.3% | 1.88% | +2.7% |
| Q2 2021 | $3,489,000 | +5.2% | 8,152 | -2.6% | 1.83% | -2.4% |
| Q1 2021 | $3,318,000 | -14.6% | 8,371 | -19.4% | 1.87% | -22.1% |
| Q4 2020 | $3,883,000 | – | 10,386 | – | 2.40% | – |
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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% |