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 | $15,438,013 | -14.0% | 36,114 | -10.9% | 1.95% | +1.2% |
| Q2 2023 | $17,957,716 | +4.5% | 40,511 | -3.5% | 1.93% | -3.2% |
| Q1 2023 | $17,178,823 | +1.4% | 41,962 | -5.3% | 1.99% | -3.6% |
| Q4 2022 | $16,946,238 | +2.4% | 44,312 | -4.4% | 2.06% | -3.3% |
| Q3 2022 | $16,554,000 | -5.4% | 46,347 | -0.1% | 2.14% | +5.1% |
| Q2 2022 | $17,495,000 | -13.5% | 46,375 | +3.6% | 2.03% | +10.2% |
| Q1 2022 | $20,223,000 | -5.9% | 44,777 | -1.1% | 1.84% | -1.0% |
| Q4 2021 | $21,501,000 | +14.4% | 45,270 | +3.4% | 1.86% | -3.3% |
| Q3 2021 | $18,792,000 | -0.2% | 43,789 | -0.5% | 1.92% | -18.4% |
| Q2 2021 | $18,831,000 | +26.9% | 43,991 | +17.5% | 2.36% | +11.4% |
| Q1 2021 | $14,835,000 | +7.2% | 37,432 | +1.1% | 2.12% | +3.9% |
| Q4 2020 | $13,845,000 | +8.0% | 37,029 | -3.2% | 2.04% | -2.5% |
| Q3 2020 | $12,814,000 | +6.9% | 38,264 | -1.6% | 2.09% | -22.1% |
| Q2 2020 | $11,988,000 | +15.8% | 38,878 | -3.2% | 2.68% | -9.2% |
| Q1 2020 | $10,351,000 | -24.3% | 40,159 | -5.5% | 2.95% | -2.2% |
| Q4 2019 | $13,676,000 | – | 42,491 | – | 3.02% | – |
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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% |