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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $154,000 | -4.9% | 342 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $162,000 | +10.2% | 342 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $147,000 | +0.7% | 342 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $146,000 | +7.4% | 342 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $136,000 | +6.2% | 342 | 0.0% | 0.04% | -10.0% |
| Q4 2020 | $128,000 | +11.3% | 342 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $115,000 | +9.5% | 342 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $105,000 | +19.3% | 342 | 0.0% | 0.05% | +8.9% |
| Q1 2020 | $88,000 | -20.0% | 342 | 0.0% | 0.04% | -4.3% |
| Q4 2019 | $110,000 | +8.9% | 342 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $101,000 | +1.0% | 342 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $100,000 | +3.1% | 342 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $97,000 | +14.1% | 342 | 0.0% | 0.05% | +6.4% |
| Q4 2018 | $85,000 | -14.1% | 342 | 0.0% | 0.05% | -2.1% |
| Q3 2018 | $99,000 | +16.5% | 342 | 0.0% | 0.05% | +2.1% |
| Q4 2017 | $85,000 | – | 342 | – | 0.05% | – |
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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% |