THEORY FINANCIAL LLC - SPDR S&P 500 ETF TR ownership

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
THEORY FINANCIAL LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,143,082
-3.7%
2,674
-0.1%
0.67%
-1.9%
Q2 2023$1,187,104
+8.2%
2,678
-0.1%
0.68%
+3.8%
Q1 2023$1,097,165
+7.0%
2,6800.0%0.66%
-3.1%
Q4 2022$1,024,912
-4.9%
2,680
-5.1%
0.68%
-12.3%
Q2 2022$1,078,000
+17.3%
2,823
+38.7%
0.77%
+27.1%
Q1 2022$919,000
-65.4%
2,035
-63.6%
0.61%
-64.8%
Q4 2021$2,653,0005,5851.73%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders