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 | $314,198 | -96.9% | 735 | -96.7% | 0.30% | -96.7% |
| Q2 2023 | $10,013,252 | +13.9% | 22,589 | +5.2% | 8.95% | +10.3% |
| Q1 2023 | $8,790,013 | +282.8% | 21,471 | +257.6% | 8.11% | +262.6% |
| Q4 2022 | $2,296,110 | -76.9% | 6,004 | -77.2% | 2.24% | -80.5% |
| Q2 2022 | $9,926,000 | +62.5% | 26,312 | +94.6% | 11.48% | +62.3% |
| Q1 2022 | $6,108,000 | +1404.4% | 13,523 | +1479.8% | 7.07% | +1521.8% |
| Q4 2021 | $406,000 | -93.8% | 856 | -94.8% | 0.44% | -93.1% |
| Q1 2021 | $6,528,000 | -0.2% | 16,472 | -5.8% | 6.36% | -9.9% |
| Q4 2020 | $6,541,000 | -53.3% | 17,495 | -58.2% | 7.06% | -58.1% |
| Q3 2020 | $14,006,000 | -21.2% | 41,824 | -27.5% | 16.84% | -15.9% |
| Q2 2020 | $17,785,000 | +77.0% | 57,678 | +48.0% | 20.03% | +66.7% |
| Q1 2020 | $10,047,000 | +59.4% | 38,981 | +99.4% | 12.02% | +104.4% |
| Q4 2019 | $6,303,000 | – | 19,552 | – | 5.88% | – |
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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% |