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 | $177,709 | -3.3% | 416 | +0.2% | 0.05% | -1.9% |
| Q2 2023 | $183,816 | +10.5% | 415 | +2.2% | 0.05% | +6.0% |
| Q1 2023 | $166,363 | +59.2% | 406 | +48.7% | 0.05% | +51.5% |
| Q4 2022 | $104,506 | +1.5% | 273 | -4.9% | 0.03% | -2.9% |
| Q3 2022 | $103,000 | +1.0% | 287 | +6.3% | 0.03% | -2.9% |
| Q2 2022 | $102,000 | -7.3% | 270 | +11.1% | 0.04% | +9.4% |
| Q1 2022 | $110,000 | -4.3% | 243 | +0.4% | 0.03% | -8.6% |
| Q4 2021 | $115,000 | -37.8% | 242 | -43.7% | 0.04% | -43.5% |
| Q3 2021 | $185,000 | +0.5% | 430 | +0.2% | 0.06% | +1.6% |
| Q2 2021 | $184,000 | +8.2% | 429 | +0.2% | 0.06% | +7.0% |
| Q1 2021 | $170,000 | +6.9% | 428 | +0.5% | 0.06% | 0.0% |
| Q4 2020 | $159,000 | +12.0% | 426 | +0.5% | 0.06% | 0.0% |
| Q3 2020 | $142,000 | +10.9% | 424 | +2.2% | 0.06% | +3.6% |
| Q2 2020 | $128,000 | +20.8% | 415 | +0.7% | 0.06% | +3.8% |
| Q1 2020 | $106,000 | – | 412 | – | 0.05% | – |
Download | ||||||
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% |