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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $285,000 | -98.5% | 600 | -98.6% | 0.29% | -98.5% |
| Q3 2021 | $18,668,000 | +240.7% | 43,500 | +115.3% | 19.60% | -18.6% |
| Q2 2018 | $5,480,000 | +60788.9% | 20,200 | +50400.0% | 24.08% | +133661.1% |
| Q4 2016 | $9,000 | 0.0% | 40 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $9,000 | +12.5% | 40 | 0.0% | 0.02% | +12.5% |
| Q2 2016 | $8,000 | 0.0% | 40 | 0.0% | 0.02% | +14.3% |
| Q1 2016 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | +27.3% |
| Q4 2015 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | +37.5% |
| Q3 2015 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | -18.2% |
| Q1 2015 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | +57.1% |
| Q4 2014 | $8,000 | – | 40 | – | 0.01% | – |
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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% |