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 | $2,917,124 | -3.4% | 6,824 | +0.2% | 0.87% | +2.8% |
| Q2 2023 | $3,018,294 | -0.8% | 6,809 | -8.4% | 0.85% | -3.4% |
| Q1 2023 | $3,043,405 | +6.7% | 7,434 | -0.3% | 0.88% | 0.0% |
| Q4 2022 | $2,852,545 | +7.3% | 7,459 | +0.2% | 0.88% | -5.9% |
| Q3 2022 | $2,658,000 | -4.8% | 7,441 | +0.5% | 0.94% | -2.2% |
| Q2 2022 | $2,792,000 | -16.6% | 7,401 | -0.1% | 0.96% | -12.3% |
| Q1 2022 | $3,348,000 | -16.1% | 7,412 | -11.8% | 1.09% | -16.5% |
| Q4 2021 | $3,991,000 | +192.6% | 8,402 | +164.3% | 1.31% | +173.2% |
| Q3 2021 | $1,364,000 | +1.9% | 3,179 | +1.6% | 0.48% | +4.4% |
| Q2 2021 | $1,339,000 | +9.9% | 3,129 | +1.9% | 0.46% | +3.9% |
| Q1 2021 | $1,218,000 | +6.6% | 3,072 | +0.5% | 0.44% | +2.1% |
| Q4 2020 | $1,143,000 | +11.0% | 3,057 | -0.6% | 0.43% | +8.0% |
| Q3 2020 | $1,030,000 | +7.2% | 3,077 | -1.3% | 0.40% | +9.6% |
| Q2 2020 | $961,000 | +15.1% | 3,117 | +2.3% | 0.36% | +6.1% |
| Q1 2020 | $835,000 | -18.8% | 3,047 | -4.6% | 0.34% | -23.7% |
| Q4 2019 | $1,028,000 | +8.4% | 3,193 | 0.0% | 0.45% | +3.2% |
| Q3 2019 | $948,000 | +1.3% | 3,193 | 0.0% | 0.44% | -1.4% |
| Q2 2019 | $936,000 | +3.7% | 3,193 | -0.1% | 0.44% | -54.7% |
| Q1 2019 | $903,000 | +56.8% | 3,197 | +38.8% | 0.98% | +26.9% |
| Q4 2018 | $576,000 | – | 2,303 | – | 0.77% | – |
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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% |