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 | $5,450,161 | -2.2% | 12,749 | +1.4% | 1.64% | +1.4% |
| Q2 2023 | $5,574,008 | -51.1% | 12,574 | -54.8% | 1.62% | -53.6% |
| Q1 2023 | $11,389,779 | +7.5% | 27,821 | +0.5% | 3.49% | -0.1% |
| Q4 2022 | $10,590,327 | +183.8% | 27,692 | +180.0% | 3.49% | +92.9% |
| Q2 2022 | $3,731,000 | -27.1% | 9,890 | -12.7% | 1.81% | -17.0% |
| Q1 2022 | $5,116,000 | -78.8% | 11,329 | -77.7% | 2.18% | -77.7% |
| Q4 2021 | $24,147,000 | +35.5% | 50,841 | +22.4% | 9.77% | -12.8% |
| Q3 2021 | $17,824,000 | -1.3% | 41,534 | -1.5% | 11.20% | +15.5% |
| Q2 2021 | $18,052,000 | -1.8% | 42,172 | -9.1% | 9.70% | -14.2% |
| Q1 2021 | $18,383,000 | +10.0% | 46,385 | +3.8% | 11.30% | -4.6% |
| Q4 2020 | $16,713,000 | – | 44,704 | – | 11.84% | – |
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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% |