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 | $1,321,823 | -4.6% | 3,092 | -1.1% | 0.32% | +2.6% |
| Q2 2023 | $1,385,749 | -39.1% | 3,126 | -43.7% | 0.31% | -43.0% |
| Q1 2023 | $2,275,021 | +25.9% | 5,557 | +17.6% | 0.55% | +23.5% |
| Q4 2022 | $1,807,696 | +35.8% | 4,727 | +26.9% | 0.44% | +27.7% |
| Q3 2022 | $1,331,000 | -10.9% | 3,726 | -5.9% | 0.35% | +26.6% |
| Q2 2022 | $1,493,000 | -34.7% | 3,959 | -21.8% | 0.27% | -29.6% |
| Q1 2022 | $2,286,000 | +6.3% | 5,061 | +1.0% | 0.39% | +0.3% |
| Q3 2021 | $2,151,000 | -1.5% | 5,013 | -1.7% | 0.39% | -5.4% |
| Q2 2021 | $2,183,000 | +11.7% | 5,099 | +3.4% | 0.41% | +1.0% |
| Q1 2021 | $1,954,000 | -1.1% | 4,929 | -6.7% | 0.41% | -8.6% |
| Q4 2020 | $1,975,000 | +42.4% | 5,283 | +27.5% | 0.44% | +24.4% |
| Q3 2020 | $1,387,000 | +10.2% | 4,143 | +1.5% | 0.36% | -25.2% |
| Q2 2020 | $1,259,000 | +32.2% | 4,083 | +10.5% | 0.48% | +14.1% |
| Q1 2020 | $952,000 | -20.7% | 3,694 | -1.0% | 0.42% | -12.2% |
| Q4 2019 | $1,201,000 | – | 3,732 | – | 0.48% | – |
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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% |