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 | $424,928 | -31.7% | 994 | -29.2% | 0.22% | -27.4% |
| Q2 2023 | $622,542 | +8.7% | 1,404 | +0.4% | 0.30% | -1.0% |
| Q1 2023 | $572,850 | +7.5% | 1,399 | +0.4% | 0.30% | +1.7% |
| Q4 2022 | $532,772 | +7.4% | 1,393 | +0.4% | 0.29% | -0.3% |
| Q3 2022 | $496,000 | -5.0% | 1,387 | +0.3% | 0.30% | +1.4% |
| Q2 2022 | $522,000 | -2.1% | 1,383 | +17.3% | 0.29% | +6.6% |
| Q1 2022 | $533,000 | -4.5% | 1,179 | +0.3% | 0.27% | +0.7% |
| Q4 2021 | $558,000 | +10.9% | 1,175 | +0.3% | 0.27% | +3.4% |
| Q3 2021 | $503,000 | +0.6% | 1,171 | +0.3% | 0.26% | +4.8% |
| Q2 2021 | $500,000 | +8.5% | 1,167 | +0.3% | 0.25% | +3.7% |
| Q1 2021 | $461,000 | +6.5% | 1,164 | +0.4% | 0.24% | -2.0% |
| Q4 2020 | $433,000 | -1.8% | 1,159 | -12.0% | 0.25% | -13.4% |
| Q3 2020 | $441,000 | +8.9% | 1,317 | +0.4% | 0.28% | +2.2% |
| Q2 2020 | $405,000 | +20.2% | 1,312 | +0.5% | 0.28% | +2.6% |
| Q1 2020 | $337,000 | -12.7% | 1,306 | +8.8% | 0.27% | -12.3% |
| Q4 2019 | $386,000 | -1.8% | 1,200 | -9.4% | 0.31% | -12.0% |
| Q3 2019 | $393,000 | +21.3% | 1,325 | +19.9% | 0.35% | +37.6% |
| Q2 2019 | $324,000 | +0.6% | 1,105 | 0.0% | 0.26% | -1.2% |
| Q1 2019 | $322,000 | +17.5% | 1,105 | +0.9% | 0.26% | -1.1% |
| Q4 2018 | $274,000 | – | 1,095 | – | 0.26% | – |
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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% |