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 | $6,764 | +1084.6% | 15,823 | +1127.5% | 1.36% | +1082.6% |
| Q2 2023 | $571 | +8.1% | 1,289 | 0.0% | 0.12% | +6.5% |
| Q1 2023 | $528 | +7.1% | 1,289 | 0.0% | 0.11% | +0.9% |
| Q4 2022 | $493 | -99.9% | 1,289 | -20.1% | 0.11% | -21.3% |
| Q3 2022 | $576,000 | -5.4% | 1,614 | 0.0% | 0.14% | -0.7% |
| Q2 2022 | $609,000 | -8.1% | 1,614 | +9.9% | 0.14% | +7.9% |
| Q1 2022 | $663,000 | -5.0% | 1,469 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $698,000 | +10.8% | 1,469 | 0.0% | 0.13% | +5.0% |
| Q3 2021 | $630,000 | +0.2% | 1,469 | 0.0% | 0.12% | -4.0% |
| Q2 2021 | $629,000 | +8.1% | 1,469 | 0.0% | 0.12% | -3.1% |
| Q1 2021 | $582,000 | +6.0% | 1,469 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $549,000 | +22.8% | 1,469 | +10.1% | 0.13% | +5.7% |
| Q3 2020 | $447,000 | +59.1% | 1,334 | -6.6% | 0.12% | +48.8% |
| Q3 2014 | $281,000 | – | 1,428 | – | 0.08% | – |
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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% |