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 | $26,260,382 | -2.6% | 61,204 | +1.0% | 13.24% | +2.7% |
| Q2 2023 | $26,968,420 | +2.9% | 60,604 | -5.0% | 12.89% | +4.8% |
| Q1 2023 | $26,216,821 | +3.5% | 63,804 | -3.2% | 12.30% | +0.8% |
| Q4 2022 | $25,321,068 | +4.0% | 65,904 | -2.9% | 12.20% | -0.9% |
| Q3 2022 | $24,352,000 | -3.2% | 67,874 | +2.2% | 12.32% | +3.9% |
| Q2 2022 | $25,169,000 | -17.0% | 66,444 | -0.7% | 11.86% | +0.3% |
| Q1 2022 | $30,326,000 | -5.7% | 66,944 | -0.7% | 11.82% | -6.0% |
| Q4 2021 | $32,144,000 | +7.0% | 67,444 | -3.4% | 12.58% | -6.8% |
| Q3 2021 | $30,055,000 | +17.9% | 69,844 | +17.7% | 13.50% | +17.4% |
| Q2 2021 | $25,484,000 | +6.4% | 59,344 | -1.5% | 11.50% | -6.5% |
| Q1 2021 | $23,953,000 | +5.2% | 60,244 | -0.7% | 12.29% | -4.4% |
| Q4 2020 | $22,773,000 | -5.3% | 60,644 | -15.2% | 12.86% | -16.1% |
| Q3 2020 | $24,054,000 | -6.0% | 71,544 | -13.4% | 15.32% | -16.2% |
| Q2 2020 | $25,587,000 | -13.7% | 82,600 | -27.8% | 18.29% | -17.6% |
| Q1 2020 | $29,635,000 | -19.8% | 114,343 | +0.1% | 22.21% | +6.4% |
| Q4 2019 | $36,950,000 | +4.8% | 114,243 | -3.4% | 20.88% | -12.1% |
| Q3 2019 | $35,255,000 | +0.3% | 118,243 | +0.0% | 23.76% | -3.1% |
| Q2 2019 | $35,143,000 | -13.7% | 118,240 | -17.6% | 24.52% | -8.2% |
| Q1 2019 | $40,708,000 | -2.8% | 143,482 | -13.9% | 26.70% | -10.3% |
| Q4 2018 | $41,864,000 | -13.5% | 166,553 | +0.5% | 29.75% | -1.8% |
| Q3 2018 | $48,403,000 | +12.4% | 165,750 | +4.9% | 30.28% | -3.5% |
| Q2 2018 | $43,079,000 | +1.2% | 158,050 | -1.9% | 31.37% | +3.3% |
| Q1 2018 | $42,581,000 | +54.1% | 161,150 | +56.4% | 30.36% | +10.5% |
| Q4 2017 | $27,631,000 | -2.5% | 103,008 | -8.3% | 27.46% | -3.6% |
| Q3 2017 | $28,351,000 | +0.1% | 112,308 | -1.7% | 28.50% | -0.9% |
| Q2 2017 | $28,333,000 | +2.0% | 114,308 | -31.1% | 28.74% | -4.4% |
| Q1 2017 | $27,788,000 | +54.8% | 165,908 | +107.9% | 30.06% | +25.2% |
| Q4 2016 | $17,946,000 | – | 79,808 | – | 24.01% | – |
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% |