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 | $13,224,656 | -3.4% | 30,936 | +0.2% | 13.74% | +6.2% |
| Q2 2023 | $13,683,598 | +8.4% | 30,869 | +0.1% | 12.93% | -2.1% |
| Q1 2023 | $12,621,668 | +4.0% | 30,830 | -2.8% | 13.22% | -1.6% |
| Q4 2022 | $12,133,954 | +6.5% | 31,729 | -0.5% | 13.43% | +4.8% |
| Q3 2022 | $11,392,000 | -5.8% | 31,895 | -0.5% | 12.82% | +3.1% |
| Q2 2022 | $12,097,000 | -18.1% | 32,066 | -1.9% | 12.43% | -3.4% |
| Q1 2022 | $14,764,000 | -5.5% | 32,690 | -0.7% | 12.87% | +0.3% |
| Q4 2021 | $15,630,000 | – | 32,907 | – | 12.84% | – |
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% |