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 | $5,318,856 | +72.0% | 12,442 | +78.4% | 0.73% | +66.0% |
| Q2 2023 | $3,091,582 | +3.8% | 6,974 | -4.1% | 0.44% | -8.1% |
| Q1 2023 | $2,978,039 | +20.1% | 7,274 | +12.2% | 0.48% | -14.9% |
| Q4 2022 | $2,479,421 | +38.4% | 6,483 | +36.5% | 0.56% | +77.9% |
| Q2 2022 | $1,792,000 | -11.9% | 4,751 | +5.4% | 0.32% | -0.3% |
| Q1 2022 | $2,035,000 | -73.2% | 4,506 | -71.9% | 0.32% | -65.1% |
| Q4 2021 | $7,606,000 | +19.9% | 16,015 | +8.4% | 0.91% | -0.1% |
| Q3 2021 | $6,342,000 | +20.3% | 14,778 | +20.0% | 0.91% | +4.7% |
| Q2 2021 | $5,272,000 | +39.0% | 12,316 | +28.7% | 0.87% | +8.3% |
| Q1 2021 | $3,792,000 | +61.5% | 9,569 | +52.3% | 0.80% | +4.8% |
| Q4 2020 | $2,348,000 | – | 6,281 | – | 0.77% | – |
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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% |