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 | ||||
---|---|---|---|---|---|---|
Q3 2021 | $7,778,000 | -11.8% | 19,429 | -5.7% | 0.48% | +8.1% |
Q2 2021 | $8,821,000 | -1.0% | 20,606 | -8.4% | 0.45% | -24.4% |
Q1 2021 | $8,911,000 | +9.8% | 22,485 | +3.6% | 0.59% | -35.4% |
Q4 2020 | $8,117,000 | +6.4% | 21,711 | -4.7% | 0.92% | +14.1% |
Q3 2020 | $7,626,000 | -11.0% | 22,772 | -18.1% | 0.80% | -39.6% |
Q2 2020 | $8,573,000 | +10.8% | 27,803 | -7.4% | 1.33% | +28.1% |
Q1 2020 | $7,737,000 | +11.3% | 30,016 | +39.0% | 1.04% | +58.7% |
Q4 2019 | $6,950,000 | -13.3% | 21,592 | -20.1% | 0.65% | -24.5% |
Q3 2019 | $8,020,000 | -0.3% | 27,023 | -1.6% | 0.86% | +5.9% |
Q2 2019 | $8,045,000 | +0.2% | 27,457 | -3.4% | 0.82% | +0.2% |
Q1 2019 | $8,031,000 | +31.4% | 28,431 | +16.3% | 0.82% | +17.6% |
Q4 2018 | $6,112,000 | +35.0% | 24,454 | +57.0% | 0.69% | +54.3% |
Q3 2018 | $4,528,000 | +92.3% | 15,575 | +79.4% | 0.45% | +81.0% |
Q2 2018 | $2,355,000 | +3.0% | 8,680 | -0.1% | 0.25% | +4.6% |
Q1 2018 | $2,287,000 | – | 8,691 | – | 0.24% | – |
Download |
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% |