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 | $1,951,025 | +15.1% | 4,564 | +19.4% | 0.70% | +16.2% |
| Q2 2023 | $1,695,095 | +8.3% | 3,824 | 0.0% | 0.61% | +4.1% |
| Q1 2023 | $1,565,486 | +93.3% | 3,824 | +80.5% | 0.58% | +77.4% |
| Q4 2022 | $809,971 | +7.7% | 2,118 | +0.6% | 0.33% | 0.0% |
| Q3 2022 | $752,000 | -6.2% | 2,105 | -1.0% | 0.33% | -4.7% |
| Q2 2022 | $802,000 | -28.9% | 2,127 | -14.9% | 0.34% | -50.5% |
| Q1 2022 | $1,128,000 | -49.5% | 2,498 | -49.3% | 0.70% | -26.4% |
| Q4 2021 | $2,234,000 | +212.0% | 4,926 | -5.3% | 0.94% | +176.8% |
| Q3 2021 | $716,000 | -0.3% | 5,204 | +20.8% | 0.34% | -12.8% |
| Q2 2021 | $718,000 | +10.8% | 4,308 | +163.6% | 0.39% | -26.1% |
| Q1 2021 | $648,000 | +3.0% | 1,634 | -2.9% | 0.53% | -26.8% |
| Q4 2020 | $629,000 | -68.2% | 1,682 | -78.3% | 0.72% | -75.2% |
| Q3 2020 | $1,981,000 | +257.6% | 7,736 | +118.0% | 2.91% | +249.7% |
| Q2 2020 | $554,000 | -11.1% | 3,548 | -17.6% | 0.83% | -15.0% |
| Q1 2020 | $623,000 | +6.5% | 4,308 | +54.2% | 0.98% | +40.8% |
| Q4 2019 | $585,000 | – | 2,794 | – | 0.70% | – |
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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% |