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 | $1,245,684 | +15.0% | 2,914 | +19.2% | 1.15% | +18.9% |
Q2 2023 | $1,083,376 | +44.9% | 2,444 | +33.8% | 0.96% | +24.1% |
Q1 2023 | $747,546 | +21.1% | 1,826 | +14.9% | 0.78% | +21.0% |
Q4 2022 | $617,549 | +12.5% | 1,589 | +11.7% | 0.64% | +8.4% |
Q3 2022 | $549,000 | +105.6% | 1,422 | +119.1% | 0.59% | +104.8% |
Q2 2022 | $267,000 | -50.4% | 649 | -48.2% | 0.29% | -40.5% |
Q1 2022 | $538,000 | +37.9% | 1,253 | +44.2% | 0.49% | +31.4% |
Q4 2021 | $390,000 | – | 869 | – | 0.37% | – |
Download |
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% |