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 | $3,062,467 | -12.9% | 7,164 | -9.7% | 1.18% | -13.2% |
| Q2 2023 | $3,517,427 | +8.2% | 7,935 | -0.1% | 1.36% | -10.6% |
| Q1 2023 | $3,251,785 | -4.9% | 7,943 | -11.2% | 1.52% | -11.3% |
| Q4 2022 | $3,420,071 | +14.7% | 8,943 | +7.1% | 1.71% | -9.1% |
| Q3 2022 | $2,982,000 | -7.9% | 8,350 | -2.7% | 1.88% | -0.8% |
| Q2 2022 | $3,239,000 | -16.5% | 8,585 | 0.0% | 1.90% | -5.4% |
| Q1 2022 | $3,877,000 | -4.9% | 8,585 | 0.0% | 2.00% | -2.8% |
| Q4 2021 | $4,078,000 | +10.7% | 8,585 | 0.0% | 2.06% | -1.2% |
| Q3 2021 | $3,684,000 | +1.2% | 8,585 | +0.9% | 2.09% | -3.7% |
| Q2 2021 | $3,642,000 | +8.0% | 8,508 | 0.0% | 2.17% | -1.1% |
| Q1 2021 | $3,372,000 | +3.6% | 8,508 | -2.3% | 2.19% | -4.3% |
| Q4 2020 | $3,255,000 | +10.1% | 8,706 | -1.4% | 2.29% | +0.9% |
| Q3 2020 | $2,957,000 | +29.5% | 8,831 | +19.2% | 2.27% | +21.3% |
| Q2 2020 | $2,284,000 | +157.2% | 7,406 | +115.0% | 1.87% | +117.2% |
| Q1 2020 | $888,000 | -6.6% | 3,445 | +16.6% | 0.86% | +12.1% |
| Q4 2019 | $951,000 | +5.8% | 2,955 | -2.5% | 0.77% | -5.1% |
| Q3 2019 | $899,000 | +8.4% | 3,030 | +7.1% | 0.81% | +4.3% |
| Q2 2019 | $829,000 | +10.8% | 2,830 | +6.9% | 0.78% | +8.8% |
| Q1 2019 | $748,000 | +11.3% | 2,647 | -1.5% | 0.71% | -1.4% |
| Q4 2018 | $672,000 | – | 2,687 | – | 0.72% | – |
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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% |