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 | $564,324 | +0.4% | 1,320 | +4.2% | 0.38% | -3.8% |
| Q2 2023 | $561,816 | +8.5% | 1,267 | +0.2% | 0.39% | -3.7% |
| Q1 2023 | $517,751 | +3.1% | 1,265 | -3.7% | 0.40% | -10.0% |
| Q4 2022 | $502,313 | +11.6% | 1,313 | +4.2% | 0.45% | +1.1% |
| Q3 2022 | $450,000 | -5.1% | 1,260 | +0.2% | 0.44% | -0.4% |
| Q2 2022 | $474,000 | -13.0% | 1,258 | +4.2% | 0.45% | +29.2% |
| Q1 2022 | $545,000 | -0.2% | 1,207 | +5.0% | 0.35% | +9.1% |
| Q4 2021 | $546,000 | +10.8% | 1,150 | +0.2% | 0.32% | +4.3% |
| Q3 2021 | $493,000 | +1.0% | 1,148 | +0.7% | 0.30% | +4.5% |
| Q2 2021 | $488,000 | +15.9% | 1,140 | +7.3% | 0.29% | +4.7% |
| Q1 2021 | $421,000 | +6.0% | 1,062 | 0.0% | 0.28% | +1.5% |
| Q4 2020 | $397,000 | +11.8% | 1,062 | +0.1% | 0.27% | -3.9% |
| Q3 2020 | $355,000 | +8.6% | 1,061 | 0.0% | 0.28% | +1.1% |
| Q2 2020 | $327,000 | -40.0% | 1,061 | -49.8% | 0.28% | -50.1% |
| Q1 2020 | $545,000 | -15.0% | 2,114 | +6.2% | 0.56% | +47.5% |
| Q4 2019 | $641,000 | +13.9% | 1,991 | +5.0% | 0.38% | -23.2% |
| Q3 2019 | $563,000 | +74.8% | 1,897 | +72.5% | 0.50% | +55.5% |
| Q2 2019 | $322,000 | -95.3% | 1,100 | -95.4% | 0.32% | -88.8% |
| Q1 2019 | $6,815,000 | +1378.3% | 24,126 | +1207.6% | 2.87% | +497.7% |
| Q4 2018 | $461,000 | -14.0% | 1,845 | 0.0% | 0.48% | -4.0% |
| Q3 2018 | $536,000 | +10.3% | 1,845 | 0.0% | 0.50% | +23.5% |
| Q1 2018 | $486,000 | -1.2% | 1,845 | 0.0% | 0.40% | +0.2% |
| Q4 2017 | $492,000 | – | 1,845 | – | 0.40% | – |
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% |