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 | $2,410,291 | -4.0% | 5,638 | -0.5% | 0.79% | -1.9% |
| Q2 2023 | $2,511,362 | +8.7% | 5,665 | +0.4% | 0.81% | +7.2% |
| Q1 2023 | $2,310,946 | +1.8% | 5,645 | -4.9% | 0.75% | -4.4% |
| Q4 2022 | $2,269,666 | -2.0% | 5,935 | -8.5% | 0.79% | -13.2% |
| Q3 2022 | $2,316,000 | -5.9% | 6,484 | -0.6% | 0.91% | -4.0% |
| Q2 2022 | $2,461,000 | -14.0% | 6,523 | +3.0% | 0.95% | -2.3% |
| Q1 2022 | $2,861,000 | -3.2% | 6,336 | +1.8% | 0.97% | -1.9% |
| Q4 2021 | $2,956,000 | +11.0% | 6,223 | +0.3% | 0.99% | -2.5% |
| Q3 2021 | $2,663,000 | -46.4% | 6,206 | -50.5% | 1.01% | -19.6% |
| Q1 2021 | $4,971,000 | -1.0% | 12,543 | -6.6% | 1.26% | +3.9% |
| Q4 2020 | $5,021,000 | +121.9% | 13,429 | +98.7% | 1.21% | -8.9% |
| Q3 2020 | $2,263,000 | +11.1% | 6,758 | +2.3% | 1.33% | +0.2% |
| Q2 2020 | $2,037,000 | +19.5% | 6,607 | -0.1% | 1.33% | +3.7% |
| Q1 2020 | $1,705,000 | -18.7% | 6,615 | +1.5% | 1.28% | -3.5% |
| Q4 2019 | $2,098,000 | +32.0% | 6,519 | +21.7% | 1.33% | +14.9% |
| Q3 2019 | $1,589,000 | +1.3% | 5,356 | 0.0% | 1.16% | -2.6% |
| Q2 2019 | $1,569,000 | +1.7% | 5,356 | -1.9% | 1.19% | -10.8% |
| Q1 2019 | $1,543,000 | +10.0% | 5,461 | -2.7% | 1.33% | -17.0% |
| Q4 2018 | $1,403,000 | – | 5,615 | – | 1.60% | – |
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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% |