SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,810 filers reported holding SPDR S&P 500 ETF TR in Q4 2020. The put-call ratio across all filers is 1.76 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $504,000 | +11.8% | 1,348 | 0.0% | 0.29% | +3.9% |
| Q3 2020 | $451,000 | +8.4% | 1,348 | 0.0% | 0.28% | +7.6% |
| Q2 2020 | $416,000 | -25.3% | 1,348 | -37.7% | 0.26% | -33.8% |
| Q1 2020 | $557,000 | -70.9% | 2,162 | -63.3% | 0.40% | -70.0% |
| Q4 2019 | $1,912,000 | +6.8% | 5,887 | -2.4% | 1.32% | +2.2% |
| Q3 2019 | $1,790,000 | +2.4% | 6,031 | +1.1% | 1.29% | -3.1% |
| Q2 2019 | $1,748,000 | +3.7% | 5,967 | 0.0% | 1.33% | -2.9% |
| Q1 2019 | $1,686,000 | +12.6% | 5,967 | -0.4% | 1.37% | +38.7% |
| Q4 2018 | $1,497,000 | – | 5,988 | – | 0.99% | – |
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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% |