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 | $1,297,125 | -2.3% | 3,034 | +1.3% | 0.28% | -5.1% |
| Q2 2023 | $1,328,221 | +66.3% | 2,996 | +53.6% | 0.30% | +48.7% |
| Q1 2023 | $798,720 | +45.4% | 1,951 | +35.9% | 0.20% | +26.8% |
| Q4 2022 | $549,169 | -46.7% | 1,436 | -50.2% | 0.16% | -54.0% |
| Q3 2022 | $1,031,000 | +106.6% | 2,886 | +118.3% | 0.34% | +100.6% |
| Q2 2022 | $499,000 | -20.7% | 1,322 | -5.1% | 0.17% | -13.7% |
| Q1 2022 | $629,000 | -0.5% | 1,393 | +4.7% | 0.20% | -4.8% |
| Q4 2021 | $632,000 | +10.7% | 1,330 | 0.0% | 0.21% | -4.6% |
| Q3 2021 | $571,000 | +6.7% | 1,330 | +6.5% | 0.22% | -5.2% |
| Q2 2021 | $535,000 | +9.9% | 1,249 | +1.5% | 0.23% | -3.8% |
| Q1 2021 | $487,000 | +12.5% | 1,230 | +6.2% | 0.24% | -2.1% |
| Q4 2020 | $433,000 | – | 1,158 | – | 0.24% | – |
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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% |