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 | $842,760 | -3.5% | 1,971 | +0.1% | 0.12% | -1.6% |
| Q2 2023 | $873,386 | +10.0% | 1,970 | +1.5% | 0.12% | +5.2% |
| Q1 2023 | $794,253 | +6.6% | 1,940 | -0.5% | 0.12% | -0.9% |
| Q4 2022 | $745,221 | +11.6% | 1,949 | +4.2% | 0.12% | -3.3% |
| Q3 2022 | $668,000 | +49.4% | 1,871 | +57.8% | 0.12% | +55.1% |
| Q2 2022 | $447,000 | -18.3% | 1,186 | -14.0% | 0.08% | -25.0% |
| Q1 2022 | $547,000 | -10.5% | 1,379 | +7.3% | 0.10% | +13.0% |
| Q4 2021 | $611,000 | +3.0% | 1,285 | -6.9% | 0.09% | -5.2% |
| Q3 2021 | $593,000 | +0.3% | 1,380 | +0.1% | 0.10% | -2.0% |
| Q2 2021 | $591,000 | +7.1% | 1,379 | 0.0% | 0.10% | -3.9% |
| Q1 2021 | $552,000 | +7.0% | 1,379 | +0.1% | 0.10% | -5.5% |
| Q4 2020 | $516,000 | +10.7% | 1,377 | -1.2% | 0.11% | -17.4% |
| Q3 2020 | $466,000 | +7.4% | 1,394 | -0.9% | 0.13% | -2.2% |
| Q2 2020 | $434,000 | +117.0% | 1,407 | +126.9% | 0.14% | +107.7% |
| Q4 2019 | $200,000 | – | 620 | – | 0.06% | – |
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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% |