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 | $194,931 | -1.7% | 456 | +3.2% | 0.06% | 0.0% |
| Q2 2023 | $198,348 | -76.7% | 442 | -78.4% | 0.06% | -75.5% |
| Q1 2023 | $849,774 | +10.5% | 2,043 | +1.6% | 0.25% | +2.0% |
| Q4 2022 | $768,892 | +7.4% | 2,011 | +0.3% | 0.24% | -1.6% |
| Q3 2022 | $716,000 | -5.0% | 2,004 | +0.3% | 0.25% | -3.9% |
| Q2 2022 | $754,000 | -14.1% | 1,998 | +2.8% | 0.26% | -7.5% |
| Q1 2022 | $878,000 | -12.8% | 1,943 | -8.3% | 0.28% | -19.8% |
| Q4 2021 | $1,007,000 | +33.9% | 2,119 | +20.9% | 0.35% | +19.2% |
| Q3 2021 | $752,000 | +14.8% | 1,753 | +14.5% | 0.29% | +4.3% |
| Q2 2021 | $655,000 | +8.3% | 1,531 | +0.3% | 0.28% | +7.7% |
| Q1 2021 | $605,000 | +6.5% | 1,526 | +0.4% | 0.26% | -8.5% |
| Q4 2020 | $568,000 | +25.9% | 1,520 | 0.0% | 0.28% | 0.0% |
| Q3 2019 | $451,000 | +0.2% | 1,520 | -1.0% | 0.28% | +0.7% |
| Q2 2019 | $450,000 | +3.7% | 1,535 | 0.0% | 0.28% | -3.1% |
| Q1 2019 | $434,000 | +14.2% | 1,535 | +1.0% | 0.29% | +0.3% |
| Q4 2018 | $380,000 | -14.0% | 1,520 | 0.0% | 0.29% | -0.7% |
| Q3 2018 | $442,000 | +8.6% | 1,520 | +1.3% | 0.29% | +1.7% |
| Q2 2018 | $407,000 | +3.0% | 1,500 | 0.0% | 0.29% | +10.4% |
| Q1 2018 | $395,000 | -4.4% | 1,500 | 0.0% | 0.26% | +2.4% |
| Q4 2017 | $413,000 | +9.5% | 1,500 | 0.0% | 0.25% | +0.8% |
| Q3 2017 | $377,000 | +3.9% | 1,500 | 0.0% | 0.25% | +2.9% |
| Q2 2017 | $363,000 | +2.5% | 1,500 | 0.0% | 0.24% | -3.2% |
| Q1 2017 | $354,000 | +5.7% | 1,500 | 0.0% | 0.25% | +2.8% |
| Q4 2016 | $335,000 | – | 1,500 | – | 0.25% | – |
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% |