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 | $484,097 | -3.5% | 1,132 | 0.0% | 0.32% | +1.9% |
| Q2 2023 | $501,846 | +8.3% | 1,132 | 0.0% | 0.32% | -3.0% |
| Q1 2023 | $463,346 | +7.1% | 1,132 | +0.1% | 0.33% | +2.8% |
| Q4 2022 | $432,682 | +7.1% | 1,131 | 0.0% | 0.32% | -1.8% |
| Q3 2022 | $404,000 | -5.4% | 1,131 | 0.0% | 0.32% | -1.5% |
| Q2 2022 | $427,000 | -16.4% | 1,131 | +0.1% | 0.33% | -1.8% |
| Q1 2022 | $511,000 | -4.8% | 1,130 | 0.0% | 0.34% | -2.9% |
| Q4 2021 | $537,000 | +91.1% | 1,130 | +72.5% | 0.35% | +78.4% |
| Q3 2021 | $281,000 | +0.4% | 655 | 0.0% | 0.19% | -1.5% |
| Q2 2021 | $280,000 | +8.1% | 655 | +0.2% | 0.20% | -3.4% |
| Q1 2021 | $259,000 | +3.6% | 654 | -2.2% | 0.20% | -14.6% |
| Q4 2020 | $250,000 | – | 669 | – | 0.24% | – |
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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% |