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 | $123,969 | -87.4% | 290 | -88.7% | 0.07% | -87.6% |
| Q4 2022 | $980,933 | -97.5% | 2,565 | +2231.8% | 0.55% | +2179.2% |
| Q3 2022 | $39,290,000 | -20.9% | 110 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $49,680,000 | -1.7% | 110 | 0.0% | 0.02% | +10.0% |
| Q4 2021 | $50,515,000 | +7.3% | 110 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $47,087,000 | +8.0% | 110 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $43,596,000 | +6.0% | 110 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $41,127,000 | -98.2% | 110 | -98.4% | 0.02% | -98.4% |
| Q3 2020 | $2,334,853,000 | +194.6% | 6,972 | +171.3% | 1.23% | +174.3% |
| Q2 2020 | $792,485,000 | +2695.2% | 2,570 | +2236.4% | 0.45% | +2252.6% |
| Q1 2020 | $28,352,000 | -98.5% | 110 | -98.1% | 0.02% | -98.0% |
| Q4 2019 | $1,853,914,000 | – | 5,760 | – | 0.94% | – |
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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% |