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 | $26,405,951 | -50.6% | 61,771 | -48.8% | 2.56% | +6.5% |
| Q2 2023 | $53,505,476 | +118.1% | 120,704 | +101.4% | 2.40% | +5.8% |
| Q1 2023 | $24,537,049 | -46.5% | 59,936 | -50.1% | 2.27% | +8.4% |
| Q4 2022 | $45,904,476 | +114.4% | 120,034 | +100.3% | 2.10% | -0.7% |
| Q3 2022 | $21,409,000 | +247.0% | 59,937 | +266.6% | 2.11% | +251.5% |
| Q2 2022 | $6,169,000 | -15.9% | 16,350 | +0.6% | 0.60% | -12.0% |
| Q1 2022 | $7,338,000 | -19.1% | 16,248 | -14.9% | 0.68% | -16.5% |
| Q4 2021 | $9,066,000 | – | 19,087 | – | 0.82% | – |
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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% |