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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,908,000 | -35.0% | 15,662 | -22.2% | 3.36% | -20.2% |
| Q1 2022 | $9,096,000 | -3.9% | 20,139 | +1.1% | 4.21% | +1.8% |
| Q4 2021 | $9,464,000 | -1.7% | 19,925 | -11.2% | 4.13% | -6.8% |
| Q3 2021 | $9,629,000 | -0.0% | 22,438 | -0.3% | 4.44% | -1.2% |
| Q2 2021 | $9,631,000 | +73984.6% | 22,499 | +44015.7% | 4.49% | +40727.3% |
| Q1 2020 | $13,000 | +30.0% | 51 | +64.5% | 0.01% | +266.7% |
| Q4 2019 | $10,000 | -96.1% | 31 | -96.5% | 0.00% | -96.6% |
| Q2 2019 | $256,000 | 0.0% | 875 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $256,000 | -94.9% | 875 | -95.7% | 0.09% | -95.3% |
| Q4 2018 | $5,040,000 | – | 20,165 | – | 1.88% | – |
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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% |