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 2021 | $896,000 | -0.6% | 2,088 | -0.8% | 0.13% | -0.8% |
| Q2 2021 | $901,000 | +4.8% | 2,104 | -3.0% | 0.13% | -2.3% |
| Q1 2021 | $860,000 | +6.0% | 2,169 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $811,000 | +11.7% | 2,169 | 0.0% | 0.13% | -0.8% |
| Q3 2020 | $726,000 | +8.5% | 2,169 | 0.0% | 0.13% | -1.5% |
| Q2 2020 | $669,000 | +19.9% | 2,169 | +0.3% | 0.13% | -0.7% |
| Q1 2020 | $558,000 | -26.0% | 2,163 | -7.7% | 0.14% | -1.5% |
| Q4 2019 | $754,000 | +6.3% | 2,344 | -1.8% | 0.14% | -1.4% |
| Q3 2019 | $709,000 | +12.4% | 2,388 | +10.8% | 0.14% | +9.4% |
| Q2 2019 | $631,000 | +4.8% | 2,155 | +1.1% | 0.13% | +1.6% |
| Q1 2019 | $602,000 | +12.9% | 2,131 | 0.0% | 0.12% | +1.6% |
| Q4 2018 | $533,000 | +19.0% | 2,131 | +38.3% | 0.12% | +35.2% |
| Q3 2018 | $448,000 | +7.2% | 1,541 | 0.0% | 0.09% | +7.1% |
| Q2 2018 | $418,000 | -1.4% | 1,541 | -4.5% | 0.08% | -5.6% |
| Q1 2018 | $424,000 | +11.0% | 1,613 | +12.8% | 0.09% | +12.5% |
| Q4 2017 | $382,000 | -3.8% | 1,430 | -9.5% | 0.08% | -9.1% |
| Q3 2017 | $397,000 | -7.0% | 1,580 | -10.5% | 0.09% | -9.3% |
| Q2 2017 | $427,000 | +0.2% | 1,765 | -2.2% | 0.10% | -4.9% |
| Q1 2017 | $426,000 | -13.9% | 1,805 | -18.5% | 0.10% | -22.7% |
| Q4 2016 | $495,000 | +3.3% | 2,215 | 0.0% | 0.13% | +1.5% |
| Q3 2016 | $479,000 | +51.1% | 2,215 | +46.2% | 0.13% | +47.7% |
| Q2 2016 | $317,000 | -3.1% | 1,515 | -4.7% | 0.09% | -2.2% |
| Q1 2014 | $327,000 | – | 1,589 | – | 0.09% | – |
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% |