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 | $2,424,110 | +6.7% | 5,671 | +10.6% | 0.20% | +5.9% |
| Q2 2023 | $2,272,154 | +9.9% | 5,126 | -2.4% | 0.19% | +1.1% |
| Q1 2023 | $2,067,577 | +208957.3% | 5,250 | +152.0% | 0.19% | +89.8% |
| Q4 2022 | $989 | -99.9% | 2,083 | -45.9% | 0.10% | -34.2% |
| Q3 2022 | $1,375,000 | -3.4% | 3,851 | +2.1% | 0.15% | -0.7% |
| Q2 2022 | $1,423,000 | +23.3% | 3,771 | +47.6% | 0.15% | +37.6% |
| Q1 2022 | $1,154,000 | +16.7% | 2,555 | +22.7% | 0.11% | +11.2% |
| Q4 2021 | $989,000 | +10.4% | 2,083 | -0.2% | 0.10% | -2.0% |
| Q3 2021 | $896,000 | +22.2% | 2,088 | +25.6% | 0.10% | +20.5% |
| Q2 2021 | $733,000 | +18.6% | 1,662 | +6.5% | 0.08% | -4.6% |
| Q1 2021 | $618,000 | +4.9% | 1,560 | +0.2% | 0.09% | -3.3% |
| Q4 2020 | $589,000 | +18.5% | 1,557 | +5.0% | 0.09% | -4.3% |
| Q3 2020 | $497,000 | +10.7% | 1,483 | +1.7% | 0.09% | -1.1% |
| Q2 2020 | $449,000 | +9.0% | 1,458 | -8.8% | 0.10% | -14.4% |
| Q1 2020 | $412,000 | -3.7% | 1,599 | +20.4% | 0.11% | +7.8% |
| Q4 2019 | $428,000 | +5.7% | 1,328 | -2.7% | 0.10% | -6.4% |
| Q3 2019 | $405,000 | +1.2% | 1,365 | -0.1% | 0.11% | -8.3% |
| Q2 2019 | $400,000 | +14.3% | 1,366 | +10.3% | 0.12% | +3.4% |
| Q1 2019 | $350,000 | +9.7% | 1,238 | -2.9% | 0.12% | -7.9% |
| Q4 2018 | $319,000 | -11.1% | 1,275 | +3.6% | 0.13% | -4.5% |
| Q3 2018 | $359,000 | +8.1% | 1,231 | +0.7% | 0.13% | -2.2% |
| Q2 2018 | $332,000 | +9.2% | 1,223 | +6.1% | 0.14% | -3.6% |
| Q1 2018 | $304,000 | -22.1% | 1,153 | -25.8% | 0.14% | -49.1% |
| Q4 2017 | $390,000 | 0.0% | 1,554 | 0.0% | 0.28% | 0.0% |
| Q3 2017 | $390,000 | +11.1% | 1,554 | +7.0% | 0.28% | -3.5% |
| Q2 2017 | $351,000 | -6.6% | 1,453 | -8.8% | 0.28% | -19.0% |
| Q1 2017 | $376,000 | +11.6% | 1,593 | +5.6% | 0.35% | +5.4% |
| Q4 2016 | $337,000 | – | 1,508 | – | 0.33% | – |
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% |