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 | $16,737 | +1.2% | 39,104 | +4.1% | 0.53% | +4.5% |
| Q2 2023 | $16,544 | +31.6% | 37,555 | +2.8% | 0.51% | +9.5% |
| Q1 2023 | $12,568 | -5.3% | 36,549 | +5.4% | 0.46% | -3.5% |
| Q4 2022 | $13,275 | -99.9% | 34,666 | -0.3% | 0.48% | +1.5% |
| Q3 2022 | $12,529,000 | -5.9% | 34,786 | -1.0% | 0.47% | -1.0% |
| Q2 2022 | $13,309,000 | -21.2% | 35,126 | -5.3% | 0.48% | -5.9% |
| Q1 2022 | $16,892,000 | -55.7% | 37,079 | -53.8% | 0.51% | -50.6% |
| Q4 2021 | $38,167,000 | +29.7% | 80,266 | +17.9% | 1.03% | +24.7% |
| Q3 2021 | $29,418,000 | +23.5% | 68,061 | +2.9% | 0.83% | +7.5% |
| Q2 2021 | $23,818,000 | +6.1% | 66,111 | -0.8% | 0.77% | -1.7% |
| Q1 2021 | $22,450,000 | -9.1% | 66,649 | +0.6% | 0.78% | -0.8% |
| Q4 2020 | $24,703,000 | – | 66,234 | – | 0.79% | – |
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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% |