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 | $113 | -3.4% | 266 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $117 | +36.0% | 266 | +18.2% | 0.03% | +34.8% |
| Q1 2023 | $86 | +7.5% | 225 | 0.0% | 0.02% | -8.0% |
| Q4 2022 | $80 | -99.9% | 225 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $80,000 | -5.9% | 225 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $85,000 | +7.6% | 225 | +28.6% | 0.03% | +13.0% |
| Q1 2022 | $79,000 | -4.8% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $83,000 | +10.7% | 175 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $75,000 | +10.3% | 175 | +10.8% | 0.02% | +9.5% |
| Q2 2021 | $68,000 | +7.9% | 158 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $63,000 | +6.8% | 158 | 0.0% | 0.02% | +15.8% |
| Q4 2020 | $59,000 | +11.3% | 158 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $53,000 | +29.3% | 158 | +17.9% | 0.02% | +28.6% |
| Q2 2020 | $41,000 | +17.1% | 134 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $35,000 | – | 134 | – | 0.02% | – |
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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% |