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 | $2,950,777 | -16.5% | 6,903 | -13.5% | 0.11% | -18.0% |
| Q2 2023 | $3,535,601 | +47.8% | 7,976 | +36.5% | 0.13% | +34.3% |
| Q1 2023 | $2,391,854 | +57.9% | 5,842 | +47.5% | 0.10% | +45.6% |
| Q4 2022 | $1,514,423 | -49.6% | 3,960 | -80.6% | 0.07% | -85.1% |
| Q3 2021 | $3,003,000 | -65.6% | 20,410 | -0.0% | 0.46% | -71.8% |
| Q2 2021 | $8,736,000 | -0.8% | 20,411 | -7.3% | 1.61% | -25.3% |
| Q1 2021 | $8,804,000 | +0.7% | 22,028 | -3.9% | 2.16% | -24.9% |
| Q4 2020 | $8,739,000 | – | 22,915 | – | 2.87% | – |
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% |