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 | $3,397,184 | -3.4% | 7,947 | +0.2% | 4.57% | -42.1% |
| Q2 2023 | $3,515,210 | +8.3% | 7,930 | 0.0% | 7.90% | +13.5% |
| Q1 2023 | $3,246,463 | +7.7% | 7,930 | +0.6% | 6.96% | +4.3% |
| Q4 2022 | $3,014,696 | +7.1% | 7,883 | -0.0% | 6.67% | -4.5% |
| Q3 2022 | $2,816,000 | -6.2% | 7,885 | -0.9% | 6.99% | -2.7% |
| Q2 2022 | $3,001,000 | -20.5% | 7,954 | -4.8% | 7.18% | -6.8% |
| Q1 2022 | $3,774,000 | -1.4% | 8,356 | +3.6% | 7.71% | -18.1% |
| Q4 2021 | $3,829,000 | +22.2% | 8,062 | +10.4% | 9.42% | +18.9% |
| Q3 2021 | $3,134,000 | +11.0% | 7,303 | +10.7% | 7.92% | +10.3% |
| Q2 2021 | $2,823,000 | +15.1% | 6,596 | +6.6% | 7.18% | -2.9% |
| Q1 2021 | $2,452,000 | +195.8% | 6,187 | +179.1% | 7.40% | +175.8% |
| Q4 2020 | $829,000 | -14.5% | 2,217 | -23.4% | 2.68% | -24.2% |
| Q3 2020 | $970,000 | -54.9% | 2,895 | -58.5% | 3.54% | -56.6% |
| Q2 2020 | $2,149,000 | +20.5% | 6,970 | +0.7% | 8.16% | +5.2% |
| Q1 2020 | $1,784,000 | +96.7% | 6,920 | +107.0% | 7.76% | +282.4% |
| Q2 2018 | $907,000 | -57.3% | 3,343 | -60.5% | 2.03% | +110.0% |
| Q3 2017 | $2,124,000 | +6.7% | 8,456 | +0.1% | 0.97% | -14.5% |
| Q1 2017 | $1,991,000 | +1.5% | 8,444 | -3.8% | 1.13% | -14.1% |
| Q4 2016 | $1,961,000 | +3.4% | 8,774 | 0.0% | 1.32% | -13.8% |
| Q3 2016 | $1,897,000 | -48.3% | 8,774 | -49.9% | 1.52% | -11.2% |
| Q2 2016 | $3,668,000 | – | 17,510 | – | 1.72% | – |
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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% |