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 | $1,046,899 | -3.8% | 2,449 | -0.3% | 0.35% | -2.3% |
| Q2 2023 | $1,088,696 | +4.7% | 2,456 | -3.3% | 0.35% | -2.2% |
| Q1 2023 | $1,039,851 | +12.9% | 2,540 | +5.5% | 0.36% | +0.8% |
| Q4 2022 | $920,891 | +38.1% | 2,408 | +28.9% | 0.36% | +36.0% |
| Q3 2022 | $667,000 | -62.8% | 1,868 | -60.7% | 0.26% | -61.5% |
| Q2 2022 | $1,793,000 | +143.0% | 4,753 | +191.1% | 0.69% | +171.1% |
| Q1 2022 | $738,000 | -88.5% | 1,633 | -87.9% | 0.25% | -95.3% |
| Q4 2021 | $6,430,000 | – | 13,537 | – | 5.39% | – |
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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% |