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 | $12,824 | -3.6% | 30 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $13,298 | +8.3% | 30 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $12,282 | +7.1% | 30 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,473 | +4.3% | 30 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $11,000 | 0.0% | 30 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $11,000 | -93.4% | 30 | -91.4% | 0.01% | -89.9% |
| Q4 2021 | $166,000 | +2666.7% | 349 | +2226.7% | 0.14% | +2680.0% |
| Q3 2021 | $6,000 | 0.0% | 15 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 15 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 15 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 15 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $5,000 | 0.0% | 15 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $5,000 | +25.0% | 15 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $4,000 | -20.0% | 15 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $5,000 | -16.7% | 15 | -28.6% | 0.01% | -28.6% |
| Q3 2019 | $6,000 | 0.0% | 21 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 21 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $6,000 | +20.0% | 21 | 0.0% | 0.01% | -20.0% |
| Q4 2018 | $5,000 | -16.7% | 21 | 0.0% | 0.01% | +66.7% |
| Q3 2018 | $6,000 | 0.0% | 21 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 21 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $6,000 | 0.0% | 21 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 21 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $5,000 | -99.9% | 21 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $5,078,000 | +2.6% | 21 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $4,951,000 | +4.7% | 21 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $4,727,000 | +4.1% | 21 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $4,542,000 | +5.2% | 21 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $4,316,000 | +0.8% | 21 | 0.0% | 0.01% | +20.0% |
| Q4 2015 | $4,281,000 | +6.4% | 21 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $4,024,000 | -6.9% | 21 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $4,323,000 | +39.6% | 21 | +40.0% | 0.01% | +25.0% |
| Q1 2015 | $3,096,000 | +0.4% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,083,000 | – | 15 | – | 0.00% | – |
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% |