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 | $1,980,087 | -0.7% | 4,632 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $1,994,760 | +108193.2% | 4,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,842 | -62.8% | 4,500 | -65.3% | 0.00% | -50.0% |
| Q4 2022 | $4,952 | -99.7% | 12,950 | +187.8% | 0.00% | +100.0% |
| Q3 2022 | $1,607,000 | -58.2% | 4,500 | -55.8% | 0.00% | 0.0% |
| Q2 2022 | $3,840,000 | -12.8% | 10,178 | +2.7% | 0.00% | 0.0% |
| Q1 2022 | $4,402,000 | -70.5% | 9,906 | -69.4% | 0.00% | -75.0% |
| Q4 2021 | $14,938,000 | +188.6% | 32,339 | +175.8% | 0.00% | +100.0% |
| Q3 2021 | $5,176,000 | +9.0% | 11,726 | +5.7% | 0.00% | +100.0% |
| Q2 2021 | $4,749,000 | +8.9% | 11,096 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $4,362,000 | -52.4% | 11,004 | -55.1% | 0.00% | -66.7% |
| Q4 2020 | $9,156,000 | -51.5% | 24,489 | -56.6% | 0.00% | -57.1% |
| Q3 2020 | $18,890,000 | +19.3% | 56,407 | +9.8% | 0.01% | +16.7% |
| Q2 2020 | $15,836,000 | +668.0% | 51,355 | +541.9% | 0.01% | +500.0% |
| Q1 2020 | $2,062,000 | -64.1% | 8,000 | -55.2% | 0.00% | -50.0% |
| Q4 2019 | $5,746,000 | +64.6% | 17,854 | +51.8% | 0.00% | +100.0% |
| Q3 2019 | $3,490,000 | +48.9% | 11,760 | +47.0% | 0.00% | 0.0% |
| Q2 2019 | $2,344,000 | -38.7% | 8,000 | -40.9% | 0.00% | -95.0% |
| Q1 2019 | $3,825,000 | -67.5% | 13,540 | -71.3% | 0.02% | -73.0% |
| Q4 2018 | $11,787,000 | +224.4% | 47,165 | +277.3% | 0.07% | +289.5% |
| Q3 2018 | $3,634,000 | +48.8% | 12,500 | +38.9% | 0.02% | +26.7% |
| Q2 2018 | $2,442,000 | -91.6% | 9,000 | -91.9% | 0.02% | -92.1% |
| Q1 2018 | $29,210,000 | +854.6% | 111,000 | +868.1% | 0.19% | +855.0% |
| Q4 2017 | $3,060,000 | -47.0% | 11,466 | -50.1% | 0.02% | -47.4% |
| Q3 2017 | $5,778,000 | -37.0% | 23,000 | -48.9% | 0.04% | -19.1% |
| Q4 2015 | $9,174,000 | -53.7% | 45,000 | -56.5% | 0.05% | -58.4% |
| Q3 2015 | $19,834,000 | -3.6% | 103,500 | +3.5% | 0.11% | +2.7% |
| Q2 2015 | $20,585,000 | -52.5% | 100,000 | -52.4% | 0.11% | -53.8% |
| Q1 2015 | $43,350,000 | -24.7% | 210,000 | -25.0% | 0.24% | -26.5% |
| Q4 2014 | $57,551,000 | – | 280,000 | – | 0.32% | – |
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% |