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 | $21,374 | -65.3% | 50,000 | -68.9% | 13.74% | -53.9% |
Q4 2022 | $61,538 | -99.9% | 160,914 | +26.1% | 29.78% | +114.2% |
Q4 2021 | $60,620,000 | +211.5% | 127,632 | +159.9% | 13.90% | +181.4% |
Q1 2021 | $19,461,000 | +384.3% | 49,102 | +356.9% | 4.94% | +74.7% |
Q4 2020 | $4,018,000 | -95.1% | 10,746 | -95.8% | 2.83% | -94.3% |
Q4 2019 | $81,716,000 | +53.9% | 253,887 | +41.9% | 49.51% | +31.3% |
Q3 2019 | $53,088,000 | +59.0% | 178,887 | +57.0% | 37.71% | +11.5% |
Q2 2019 | $33,389,000 | -54.1% | 113,956 | -55.7% | 33.81% | -16.5% |
Q1 2019 | $72,741,000 | +400.4% | 257,510 | +415.0% | 40.51% | +164.5% |
Q3 2018 | $14,536,000 | +7.1% | 50,000 | 0.0% | 15.32% | -20.1% |
Q2 2018 | $13,567,000 | +3.1% | 50,000 | 0.0% | 19.16% | -26.3% |
Q1 2018 | $13,158,000 | – | 50,000 | – | 26.01% | – |
Download |
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% |