SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,240 filers reported holding SPDR S&P 500 ETF TR in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,663,374 | -11.8% | 22,605 | -8.6% | 0.44% | -15.3% |
| Q2 2023 | $10,957,845 | +7.7% | 24,720 | -0.6% | 0.52% | -0.4% |
| Q1 2023 | $10,177,186 | +12.9% | 24,859 | +5.4% | 0.52% | +0.6% |
| Q4 2022 | $9,016,657 | +7.5% | 23,577 | +0.4% | 0.51% | -4.5% |
| Q3 2022 | $8,391,000 | -4.3% | 23,492 | +1.1% | 0.54% | -5.1% |
| Q2 2022 | $8,765,000 | -15.7% | 23,234 | +0.9% | 0.57% | 0.0% |
| Q1 2022 | $10,403,000 | -4.5% | 23,034 | +0.4% | 0.57% | +2.3% |
| Q4 2021 | $10,896,000 | +11.3% | 22,941 | +0.5% | 0.55% | -0.2% |
| Q3 2021 | $9,792,000 | -0.5% | 22,818 | -0.8% | 0.56% | -1.2% |
| Q2 2021 | $9,842,000 | +9.3% | 22,993 | +1.2% | 0.56% | -0.5% |
| Q1 2021 | $9,001,000 | +6.3% | 22,711 | +0.2% | 0.56% | -0.7% |
| Q4 2020 | $8,470,000 | +13.4% | 22,655 | +1.5% | 0.57% | -0.7% |
| Q3 2020 | $7,472,000 | +9.5% | 22,310 | +0.8% | 0.57% | +3.2% |
| Q2 2020 | $6,822,000 | +18.6% | 22,124 | -0.9% | 0.56% | -1.9% |
| Q1 2020 | $5,752,000 | -12.9% | 22,316 | +8.7% | 0.57% | +24.9% |
| Q4 2019 | $6,606,000 | +11.6% | 20,524 | +2.9% | 0.45% | +6.6% |
| Q3 2019 | $5,921,000 | +13.0% | 19,950 | +11.6% | 0.42% | +8.7% |
| Q2 2019 | $5,239,000 | -46.7% | 17,880 | -48.7% | 0.39% | -0.5% |
| Q1 2019 | $9,838,000 | +127.2% | 34,828 | +101.0% | 0.39% | +0.5% |
| Q4 2018 | $4,331,000 | +66.0% | 17,328 | +93.0% | 0.39% | +85.3% |
| Q3 2018 | $2,609,000 | +18.6% | 8,976 | +10.7% | 0.21% | +11.6% |
| Q2 2018 | $2,199,000 | +6.2% | 8,106 | +3.1% | 0.19% | +6.2% |
| Q1 2018 | $2,070,000 | +8.8% | 7,866 | +10.3% | 0.18% | +8.5% |
| Q4 2017 | $1,903,000 | +15.5% | 7,131 | +8.8% | 0.16% | +15.5% |
| Q3 2017 | $1,647,000 | +3.5% | 6,556 | -0.4% | 0.14% | +1.4% |
| Q2 2017 | $1,592,000 | +2.6% | 6,584 | 0.0% | 0.14% | +2.2% |
| Q1 2017 | $1,552,000 | +51.4% | 6,584 | +43.6% | 0.14% | +41.2% |
| Q4 2016 | $1,025,000 | +198.8% | 4,584 | +189.4% | 0.10% | +193.9% |
| Q3 2016 | $343,000 | +1.8% | 1,584 | -1.6% | 0.03% | 0.0% |
| Q2 2016 | $337,000 | +68.5% | 1,610 | +65.1% | 0.03% | +57.1% |
| Q1 2016 | $200,000 | -53.1% | 975 | -53.3% | 0.02% | -48.8% |
| Q4 2015 | $426,000 | +108.8% | 2,088 | +96.6% | 0.04% | +115.8% |
| Q3 2015 | $204,000 | -8.5% | 1,062 | -1.8% | 0.02% | +5.6% |
| Q2 2015 | $223,000 | +4.2% | 1,082 | +4.3% | 0.02% | +5.9% |
| Q1 2015 | $214,000 | +2.4% | 1,037 | +2.0% | 0.02% | -5.6% |
| Q4 2014 | $209,000 | – | 1,017 | – | 0.02% | – |
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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% |