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 2023 | $57,397,740 | -46.0% | 134,270 | -44.0% | 38.93% | -38.4% |
| Q2 2023 | $106,285,246 | +174.6% | 239,770 | +153.6% | 63.17% | +74.3% |
| Q1 2023 | $38,709,871 | +54.5% | 94,555 | +44.4% | 36.24% | -1.6% |
| Q4 2022 | $25,049,165 | -58.4% | 65,500 | -53.3% | 36.83% | -14.1% |
| Q3 2021 | $60,208,000 | -10.1% | 140,300 | -10.4% | 42.88% | +18.4% |
| Q2 2021 | $66,992,000 | +39.8% | 156,500 | +29.5% | 36.23% | +3.5% |
| Q1 2021 | $47,912,000 | -2.9% | 120,890 | -8.4% | 35.01% | -16.9% |
| Q4 2020 | $49,353,000 | +63.3% | 132,000 | -5.5% | 42.14% | +57.6% |
| Q3 2016 | $30,217,000 | -48.5% | 139,700 | -50.1% | 26.73% | -37.5% |
| Q2 2016 | $58,653,000 | +85.1% | 280,000 | +81.6% | 42.78% | +47.4% |
| Q1 2016 | $31,691,000 | +344.2% | 154,200 | +340.6% | 29.02% | +301.2% |
| Q4 2015 | $7,135,000 | – | 35,000 | – | 7.24% | – |
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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% |