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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $280,050 | -82.1% | 684 | -83.3% | 11.87% | +1815.0% |
| Q4 2022 | $1,568,830 | +27.5% | 4,102 | +19.1% | 0.62% | +21.1% |
| Q3 2022 | $1,230,000 | -66.9% | 3,444 | -65.0% | 0.51% | -66.1% |
| Q2 2022 | $3,713,000 | -18.8% | 9,842 | -2.8% | 1.51% | -13.8% |
| Q1 2022 | $4,573,000 | -41.9% | 10,125 | -38.9% | 1.75% | +12.0% |
| Q4 2021 | $7,874,000 | +9.1% | 16,579 | -1.4% | 1.56% | -43.7% |
| Q3 2021 | $7,216,000 | +2.0% | 16,815 | +1.7% | 2.78% | +5.4% |
| Q2 2021 | $7,074,000 | +1617.0% | 16,526 | +1490.6% | 2.64% | +1389.3% |
| Q1 2021 | $412,000 | +6.5% | 1,039 | +0.2% | 0.18% | -3.3% |
| Q4 2020 | $387,000 | +36.3% | 1,037 | +22.1% | 0.18% | +18.1% |
| Q3 2020 | $284,000 | -19.5% | 849 | -25.9% | 0.16% | -20.9% |
| Q2 2020 | $353,000 | -3.3% | 1,146 | -19.1% | 0.20% | -19.7% |
| Q1 2020 | $365,000 | -8.1% | 1,417 | +14.8% | 0.24% | +6.6% |
| Q4 2019 | $397,000 | +7.3% | 1,234 | -1.1% | 0.23% | -3.0% |
| Q3 2019 | $370,000 | +6.9% | 1,248 | +5.7% | 0.24% | +0.4% |
| Q2 2019 | $346,000 | +4.2% | 1,181 | +0.3% | 0.24% | -1.3% |
| Q1 2019 | $332,000 | -8.5% | 1,178 | -19.1% | 0.24% | -13.1% |
| Q4 2018 | $363,000 | +77.9% | 1,456 | +107.4% | 0.27% | +83.9% |
| Q3 2018 | $204,000 | -8.1% | 702 | -14.3% | 0.15% | -8.0% |
| Q2 2018 | $222,000 | +3.7% | 819 | +0.4% | 0.16% | -3.0% |
| Q1 2018 | $214,000 | +5.4% | 816 | +10.1% | 0.17% | +9.2% |
| Q4 2017 | $203,000 | – | 741 | – | 0.15% | – |
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% |