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 | $513,831 | -3.6% | 1,202 | 0.0% | 0.26% | +7.4% |
| Q2 2023 | $532,823 | -0.0% | 1,202 | -7.7% | 0.24% | -9.0% |
| Q1 2023 | $533,026 | -0.1% | 1,302 | -6.7% | 0.27% | -9.5% |
| Q4 2022 | $533,490 | +7.1% | 1,395 | 0.0% | 0.30% | +7.6% |
| Q3 2022 | $498,000 | -29.8% | 1,395 | -25.8% | 0.28% | -45.4% |
| Q2 2022 | $709,000 | -16.5% | 1,880 | 0.0% | 0.50% | +14.3% |
| Q1 2022 | $849,000 | -14.1% | 1,880 | -9.6% | 0.44% | -9.6% |
| Q4 2021 | $988,000 | +10.6% | 2,080 | 0.0% | 0.49% | +0.4% |
| Q3 2021 | $893,000 | -2.1% | 2,080 | 0.0% | 0.49% | +3.4% |
| Q2 2021 | $912,000 | +18.8% | 2,080 | +7.4% | 0.47% | +6.3% |
| Q1 2021 | $768,000 | -37.6% | 1,937 | -41.1% | 0.44% | -38.7% |
| Q4 2020 | $1,230,000 | – | 3,290 | – | 0.72% | – |
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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% |