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 | $686,532 | +7.0% | 1,606 | +10.9% | 0.65% | +10.2% |
| Q2 2023 | $641,869 | +7.1% | 1,448 | -1.1% | 0.59% | -4.7% |
| Q1 2023 | $599,346 | -46.5% | 1,464 | -50.0% | 0.62% | -4.6% |
| Q4 2022 | $1,119,754 | +114.1% | 2,928 | +100.0% | 0.65% | +8.3% |
| Q3 2022 | $523,000 | -5.3% | 1,464 | 0.0% | 0.60% | -1.8% |
| Q2 2022 | $552,000 | -20.2% | 1,464 | -4.5% | 0.61% | +1.5% |
| Q1 2022 | $692,000 | -4.9% | 1,533 | 0.0% | 0.60% | +1.5% |
| Q4 2021 | $728,000 | – | 1,533 | – | 0.59% | – |
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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% |