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 | $40,472,471 | -9.8% | 94,677 | -6.5% | 2.62% | -4.2% |
| Q2 2023 | $44,889,048 | +11.7% | 101,266 | +3.2% | 2.74% | +5.1% |
| Q1 2023 | $40,181,188 | -3.8% | 98,149 | -10.1% | 2.60% | -11.7% |
| Q4 2022 | $41,757,584 | +77676.8% | 109,190 | -27.4% | 2.95% | -29.8% |
| Q3 2022 | $53,689 | +38.1% | 150,313 | +45.9% | 4.20% | +36.5% |
| Q2 2022 | $38,872 | -12.4% | 103,041 | +4.8% | 3.07% | +2.4% |
| Q1 2022 | $44,385 | +45.6% | 98,275 | +53.2% | 3.00% | +27.1% |
| Q4 2021 | $30,477 | +30.3% | 64,167 | +17.7% | 2.36% | +3.3% |
| Q3 2021 | $23,394 | +38.7% | 54,513 | +38.4% | 2.28% | +14.0% |
| Q2 2021 | $16,864 | +35.2% | 39,395 | +25.2% | 2.00% | +3.4% |
| Q1 2021 | $12,470 | -11.8% | 31,464 | -16.8% | 1.94% | -31.2% |
| Q4 2020 | $14,135 | +5.3% | 37,806 | -5.7% | 2.82% | -12.2% |
| Q3 2020 | $13,429 | -99.9% | 40,100 | +10.6% | 3.21% | +12.8% |
| Q2 2020 | $11,181,000 | +82.5% | 36,260 | +52.6% | 2.84% | +79.9% |
| Q1 2020 | $6,126,000 | -12.0% | 23,766 | +9.9% | 1.58% | -7.3% |
| Q4 2019 | $6,961,000 | -30.7% | 21,627 | -36.1% | 1.71% | -33.3% |
| Q3 2019 | $10,049,000 | +133.9% | 33,860 | +130.9% | 2.56% | +95.3% |
| Q2 2019 | $4,297,000 | -4.9% | 14,666 | -8.3% | 1.31% | -21.0% |
| Q1 2019 | $4,517,000 | +28.5% | 15,990 | +13.7% | 1.66% | -19.0% |
| Q4 2018 | $3,516,000 | – | 14,067 | – | 2.05% | – |
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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% |