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 | $678,330 | -19.4% | 1,587 | -16.4% | 0.64% | +3.4% |
| Q2 2023 | $841,710 | +10.6% | 1,899 | +2.2% | 0.62% | -2.2% |
| Q1 2023 | $760,983 | -4.5% | 1,859 | -10.8% | 0.63% | -22.5% |
| Q4 2022 | $796,916 | -0.5% | 2,084 | -7.1% | 0.82% | -9.2% |
| Q3 2022 | $801,000 | -1.8% | 2,244 | +3.7% | 0.90% | -2.3% |
| Q2 2022 | $816,000 | -16.5% | 2,164 | 0.0% | 0.92% | +12.3% |
| Q1 2022 | $977,000 | -7.3% | 2,164 | -2.5% | 0.82% | +8.2% |
| Q4 2021 | $1,054,000 | +8.7% | 2,220 | -1.8% | 0.76% | +0.8% |
| Q3 2021 | $970,000 | +0.9% | 2,261 | +0.7% | 0.75% | -10.4% |
| Q2 2021 | $961,000 | +8.0% | 2,246 | 0.0% | 0.84% | -2.0% |
| Q1 2021 | $890,000 | +327.9% | 2,246 | +303.2% | 0.86% | +282.1% |
| Q4 2020 | $208,000 | – | 557 | – | 0.22% | – |
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% |