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 | $5,460,749 | -11.6% | 12,774 | -9.4% | 5.42% | -7.5% |
| Q2 2023 | $6,179,496 | +102074.2% | 14,105 | -4.5% | 5.86% | -8.7% |
| Q1 2023 | $6,048 | +6.2% | 14,773 | -0.8% | 6.42% | -1.2% |
| Q4 2022 | $5,696 | -99.9% | 14,894 | -10.4% | 6.50% | -12.6% |
| Q3 2022 | $5,937,000 | -8.5% | 16,621 | -3.4% | 7.44% | -3.0% |
| Q2 2022 | $6,491,000 | -16.2% | 17,206 | +0.3% | 7.67% | +0.9% |
| Q1 2022 | $7,746,000 | -7.1% | 17,152 | -2.3% | 7.60% | -1.4% |
| Q4 2021 | $8,337,000 | – | 17,554 | – | 7.71% | – |
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% |