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 | $2,661,063 | -4.6% | 6,225 | -1.1% | 1.46% | +9.9% |
Q2 2023 | $2,789,561 | +9.2% | 6,293 | +0.9% | 1.33% | +4.8% |
Q1 2023 | $2,553,774 | +2.2% | 6,238 | -4.6% | 1.27% | +2.3% |
Q4 2022 | $2,499,562 | +5.6% | 6,536 | -1.3% | 1.24% | -3.6% |
Q3 2022 | $2,366,000 | -3.0% | 6,625 | +2.4% | 1.28% | +4.0% |
Q2 2022 | $2,440,000 | -16.2% | 6,468 | +0.4% | 1.24% | -1.0% |
Q1 2022 | $2,910,000 | -7.0% | 6,442 | -2.2% | 1.25% | -2.2% |
Q4 2021 | $3,128,000 | +21.9% | 6,585 | +10.1% | 1.28% | +9.6% |
Q3 2021 | $2,567,000 | -4.0% | 5,980 | -4.3% | 1.16% | -1.9% |
Q2 2021 | $2,675,000 | +7.6% | 6,250 | -0.4% | 1.18% | +3.5% |
Q1 2021 | $2,487,000 | +0.5% | 6,275 | -5.2% | 1.14% | -5.9% |
Q4 2020 | $2,475,000 | +12.1% | 6,620 | +0.5% | 1.22% | +3.2% |
Q3 2020 | $2,207,000 | +6.6% | 6,590 | -1.9% | 1.18% | +0.2% |
Q2 2020 | $2,070,000 | +19.4% | 6,715 | -0.1% | 1.18% | +23.9% |
Q1 2020 | $1,733,000 | -18.7% | 6,725 | +1.6% | 0.95% | +12.8% |
Q4 2019 | $2,131,000 | +5.3% | 6,621 | -2.9% | 0.84% | -5.6% |
Q3 2019 | $2,024,000 | -13.3% | 6,818 | -14.4% | 0.89% | -12.1% |
Q2 2019 | $2,335,000 | -19.8% | 7,967 | -22.7% | 1.02% | -20.0% |
Q1 2019 | $2,913,000 | +218.0% | 10,313 | +181.5% | 1.27% | +174.7% |
Q4 2018 | $916,000 | +52.4% | 3,664 | +77.1% | 0.46% | +93.3% |
Q3 2018 | $601,000 | +16.2% | 2,069 | +8.5% | 0.24% | +17.7% |
Q2 2018 | $517,000 | +2.0% | 1,907 | -1.1% | 0.20% | +1.0% |
Q1 2018 | $507,000 | +54.1% | 1,928 | +56.5% | 0.20% | +60.8% |
Q4 2017 | $329,000 | – | 1,232 | – | 0.12% | – |
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% |