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 | $3,420 | -97.4% | 8 | -97.7% | 0.00% | -98.0% |
| Q4 2022 | $133,851 | +6.2% | 350 | -0.6% | 0.10% | -3.0% |
| Q3 2022 | $126,000 | -5.3% | 352 | 0.0% | 0.10% | -1.9% |
| Q2 2022 | $133,000 | -16.4% | 352 | 0.0% | 0.10% | +7.3% |
| Q1 2022 | $159,000 | -4.8% | 352 | 0.0% | 0.10% | +1.1% |
| Q4 2021 | $167,000 | +10.6% | 352 | 0.0% | 0.10% | +4.4% |
| Q3 2021 | $151,000 | 0.0% | 352 | 0.0% | 0.09% | -3.2% |
| Q2 2021 | $151,000 | -67.0% | 352 | -69.4% | 0.09% | -70.5% |
| Q1 2021 | $457,000 | +246.2% | 1,152 | +227.3% | 0.32% | +225.5% |
| Q4 2020 | $132,000 | – | 352 | – | 0.10% | – |
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% |