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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $455 | +8.9% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $418 | +7.5% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $389 | -99.9% | 1 | -99.8% | 0.00% | -100.0% |
| Q4 2021 | $311,000 | +13.9% | 654 | -40.2% | 0.12% | -28.3% |
| Q4 2018 | $273,000 | +9000.0% | 1,094 | +8315.4% | 0.17% | +8200.0% |
| Q4 2015 | $3,000 | -87.5% | 13 | -89.3% | 0.00% | -90.0% |
| Q2 2014 | $24,000 | +4.3% | 121 | 0.0% | 0.02% | -25.9% |
| Q1 2014 | $23,000 | +4.5% | 121 | 0.0% | 0.03% | -15.6% |
| Q4 2013 | $22,000 | +10.0% | 121 | 0.0% | 0.03% | +77.8% |
| Q3 2013 | $20,000 | – | 121 | – | 0.02% | – |
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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% |