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 | $765,951 | -0.6% | 1,792 | +3.1% | 0.16% | -1.8% |
| Q2 2023 | $770,202 | +7.1% | 1,738 | -1.0% | 0.17% | -18.6% |
| Q1 2023 | $718,966 | +11.1% | 1,756 | +3.7% | 0.20% | +4.6% |
| Q4 2022 | $647,315 | +5.8% | 1,693 | -1.2% | 0.20% | +0.5% |
| Q3 2022 | $612,000 | -1.3% | 1,714 | +4.3% | 0.19% | +14.1% |
| Q2 2022 | $620,000 | -17.3% | 1,644 | -1.0% | 0.17% | -12.4% |
| Q1 2022 | $750,000 | -6.1% | 1,661 | -1.3% | 0.19% | -1.0% |
| Q4 2021 | $799,000 | +241.5% | 1,683 | +208.8% | 0.20% | +104.2% |
| Q3 2021 | $234,000 | -58.3% | 545 | -58.4% | 0.10% | -40.4% |
| Q2 2021 | $561,000 | +8.3% | 1,311 | +0.2% | 0.16% | -7.5% |
| Q1 2021 | $518,000 | +45.9% | 1,308 | +37.8% | 0.17% | -36.5% |
| Q4 2020 | $355,000 | – | 949 | – | 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% |