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 | $5,019,185 | +14170.4% | 95,000 | +512.9% | 0.35% | +8675.0% |
| Q4 2022 | $35,172 | -68.3% | 15,500 | -58.7% | 0.00% | -63.6% |
| Q3 2022 | $111,000 | -4.3% | 37,500 | +75.2% | 0.01% | 0.0% |
| Q2 2022 | $116,000 | -70.9% | 21,400 | -81.1% | 0.01% | -71.1% |
| Q1 2022 | $398,000 | +54.3% | 113,200 | -30.3% | 0.04% | +65.2% |
| Q4 2021 | $258,000 | -99.9% | 162,500 | -69.5% | 0.02% | -99.7% |
| Q3 2021 | $183,380,000 | +0.4% | 533,430 | -8.2% | 8.69% | -8.8% |
| Q2 2021 | $182,592,000 | +140.3% | 580,930 | +95.8% | 9.53% | +82.4% |
| Q1 2021 | $75,995,000 | +4.2% | 296,700 | +41.3% | 5.22% | -19.8% |
| Q4 2020 | $72,919,000 | +6986.4% | 209,933 | +18.9% | 6.52% | +3778.0% |
| Q3 2020 | $1,029,000 | -80.1% | 176,500 | -83.6% | 0.17% | -80.4% |
| Q2 2020 | $5,166,000 | -72.6% | 1,073,761 | +274.8% | 0.86% | -80.2% |
| Q1 2020 | $18,879,000 | -81.8% | 286,500 | -66.9% | 4.34% | -52.0% |
| Q4 2019 | $103,891,000 | – | 865,800 | – | 9.02% | – |
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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% |