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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $548,291 | +6.0% | 1,154 | -4.6% | 0.12% | -1.7% |
| Q3 2023 | $517,056 | -4.1% | 1,210 | -0.6% | 0.12% | 0.0% |
| Q2 2023 | $539,270 | +27.3% | 1,217 | +9.8% | 0.12% | +17.6% |
| Q4 2022 | $423,732 | -99.9% | 1,108 | -21.8% | 0.10% | -22.7% |
| Q3 2022 | $506,124,000 | -6.3% | 1,417 | 0.0% | 0.13% | -0.8% |
| Q2 2022 | $540,217,000 | -16.5% | 1,417 | -1.0% | 0.13% | -11.3% |
| Q1 2022 | $646,748,000 | -4.9% | 1,432 | 0.0% | 0.15% | -2.6% |
| Q4 2021 | $680,143,000 | +11.7% | 1,432 | +0.9% | 0.15% | +4.8% |
| Q3 2021 | $608,950,000 | -0.3% | 1,419 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $610,780,000 | +11.4% | 1,419 | -36.3% | 0.15% | -30.3% |
| Q1 2020 | $548,422,000 | -37.6% | 2,228 | -17.8% | 0.21% | -21.6% |
| Q4 2019 | $878,365,000 | – | 2,710 | – | 0.27% | – |
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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% |