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 | $718,017 | +2.0% | 1,680 | -30.6% | 0.30% | +4.8% |
| Q2 2023 | $704,207 | +8.7% | 2,420 | +52.9% | 0.29% | 0.0% |
| Q1 2023 | $647,901 | +5.3% | 1,583 | -1.6% | 0.29% | -5.8% |
| Q4 2022 | $615,386 | +9.9% | 1,609 | +2.5% | 0.31% | -0.3% |
| Q3 2022 | $560,000 | +4.7% | 1,570 | +10.7% | 0.31% | -4.6% |
| Q2 2022 | $535,000 | -16.3% | 1,418 | +0.1% | 0.32% | -11.9% |
| Q1 2022 | $639,000 | -2.1% | 1,416 | +3.1% | 0.37% | -6.3% |
| Q4 2021 | $653,000 | +10.7% | 1,373 | 0.0% | 0.39% | -2.5% |
| Q3 2021 | $590,000 | +1.4% | 1,373 | +0.8% | 0.40% | +0.7% |
| Q2 2021 | $582,000 | +7.8% | 1,362 | -0.1% | 0.40% | -15.4% |
| Q1 2021 | $540,000 | +6.7% | 1,363 | +0.7% | 0.47% | +1.5% |
| Q4 2020 | $506,000 | – | 1,353 | – | 0.47% | – |
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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% |