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 | $224,319 | -3.2% | 525 | +0.4% | 0.15% | 0.0% |
| Q2 2023 | $231,780 | +0.3% | 523 | -7.4% | 0.15% | -5.6% |
| Q1 2023 | $231,115 | +7.5% | 565 | +0.5% | 0.16% | +1.3% |
| Q4 2022 | $214,943 | +2.4% | 562 | +0.7% | 0.16% | +1.3% |
| Q2 2022 | $210,000 | -16.3% | 558 | +0.4% | 0.16% | -2.5% |
| Q1 2022 | $251,000 | -4.6% | 556 | +0.4% | 0.16% | -2.4% |
| Q4 2021 | $263,000 | +11.0% | 554 | +0.4% | 0.16% | -1.2% |
| Q3 2021 | $237,000 | +0.4% | 552 | +0.4% | 0.17% | +3.8% |
| Q2 2021 | $236,000 | +8.8% | 550 | +0.2% | 0.16% | -3.0% |
| Q1 2021 | $217,000 | -58.5% | 549 | -60.8% | 0.16% | -61.6% |
| Q4 2020 | $523,000 | – | 1,399 | – | 0.43% | – |
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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% |