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 | $1,747,971 | -15.0% | 4,089 | -11.9% | 0.34% | -13.9% |
| Q2 2023 | $2,057,561 | +10.8% | 4,642 | +2.4% | 0.39% | -2.3% |
| Q1 2023 | $1,856,305 | +7.2% | 4,534 | +0.1% | 0.40% | +0.3% |
| Q4 2022 | $1,731,583 | +8.6% | 4,528 | +1.4% | 0.40% | +14.1% |
| Q3 2022 | $1,595,000 | -5.2% | 4,465 | +0.1% | 0.35% | -14.5% |
| Q2 2022 | $1,682,000 | -17.8% | 4,459 | -1.6% | 0.41% | -13.2% |
| Q1 2022 | $2,047,000 | -9.6% | 4,532 | -4.9% | 0.47% | -8.2% |
| Q4 2021 | $2,264,000 | +8.2% | 4,767 | -2.2% | 0.51% | -5.5% |
| Q3 2021 | $2,093,000 | +0.4% | 4,876 | +0.1% | 0.54% | -2.2% |
| Q2 2021 | $2,085,000 | +6.5% | 4,871 | -1.3% | 0.55% | -9.6% |
| Q1 2021 | $1,957,000 | +4.4% | 4,937 | -1.6% | 0.61% | -2.2% |
| Q4 2020 | $1,875,000 | +13.7% | 5,015 | +1.8% | 0.63% | -0.2% |
| Q3 2020 | $1,649,000 | -0.2% | 4,925 | -8.0% | 0.63% | -14.0% |
| Q2 2020 | $1,652,000 | +7.8% | 5,356 | -10.0% | 0.73% | -8.8% |
| Q1 2020 | $1,533,000 | +26.7% | 5,949 | +58.3% | 0.80% | +56.1% |
| Q4 2019 | $1,210,000 | +8.5% | 3,758 | 0.0% | 0.51% | +6.4% |
| Q3 2019 | $1,115,000 | +1.3% | 3,758 | 0.0% | 0.48% | -3.6% |
| Q2 2019 | $1,101,000 | +3.7% | 3,758 | 0.0% | 0.50% | +0.8% |
| Q1 2019 | $1,062,000 | +384.9% | 3,758 | +328.0% | 0.50% | +246.2% |
| Q4 2018 | $219,000 | -7.6% | 878 | +7.7% | 0.14% | +15.3% |
| Q3 2018 | $237,000 | +220.3% | 815 | +197.4% | 0.12% | +202.4% |
| Q2 2018 | $74,000 | +29.8% | 274 | 0.0% | 0.04% | +10.8% |
| Q1 2015 | $57,000 | – | 274 | – | 0.04% | – |
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% |