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 | $2,185,711 | -13.9% | 5,113 | -10.7% | 1.10% | -9.1% |
| Q2 2023 | $2,539,112 | +2.1% | 5,728 | -5.7% | 1.21% | -6.9% |
| Q1 2023 | $2,485,816 | +7.2% | 6,072 | +0.1% | 1.30% | +4.6% |
| Q4 2022 | $2,318,673 | -6.1% | 6,063 | -12.2% | 1.24% | -15.5% |
| Q3 2022 | $2,468,000 | -21.8% | 6,908 | -17.5% | 1.47% | -20.0% |
| Q2 2022 | $3,158,000 | -25.6% | 8,371 | -11.0% | 1.83% | -8.1% |
| Q1 2022 | $4,247,000 | -12.3% | 9,405 | -7.7% | 2.00% | -18.0% |
| Q4 2021 | $4,840,000 | +9.1% | 10,191 | -1.4% | 2.43% | +2.9% |
| Q3 2021 | $4,436,000 | -2.8% | 10,338 | -3.0% | 2.36% | -2.9% |
| Q2 2021 | $4,565,000 | +7.9% | 10,663 | -0.1% | 2.43% | -0.7% |
| Q1 2021 | $4,230,000 | +46.0% | 10,672 | +37.7% | 2.45% | +24.3% |
| Q4 2020 | $2,897,000 | – | 7,750 | – | 1.97% | – |
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% |