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 | $1,531 | -3.6% | 3,582 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $1,588 | +7.7% | 3,582 | -0.6% | 0.10% | -7.9% |
| Q1 2023 | $1,475 | +7.1% | 3,603 | +0.1% | 0.11% | -1.7% |
| Q4 2022 | $1,377 | -99.8% | 3,600 | +111.8% | 0.12% | +107.1% |
| Q3 2022 | $607,000 | -5.3% | 1,700 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $641,000 | -64.3% | 1,700 | -57.2% | 0.06% | -57.6% |
| Q1 2022 | $1,796,000 | -4.9% | 3,976 | 0.0% | 0.13% | +9.1% |
| Q4 2021 | $1,888,000 | +10.7% | 3,976 | 0.0% | 0.12% | -5.5% |
| Q3 2021 | $1,706,000 | +331.9% | 3,976 | +330.8% | 0.13% | +433.3% |
| Q2 2021 | $395,000 | +89.0% | 923 | +74.8% | 0.02% | +84.6% |
| Q1 2021 | $209,000 | – | 528 | – | 0.01% | – |
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% |