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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,361,400 | -30.1% | 30,000 | -40.0% | 1.78% | -69.3% |
| Q4 2022 | $19,121,500 | +27.3% | 50,000 | +42.9% | 5.79% | +43.9% |
| Q3 2021 | $15,020,000 | +51.6% | 35,000 | +40.0% | 4.02% | +48.1% |
| Q1 2021 | $9,908,000 | -20.0% | 25,000 | -32.4% | 2.72% | -45.4% |
| Q3 2020 | $12,391,000 | -37.3% | 37,000 | -47.1% | 4.98% | -57.9% |
| Q1 2019 | $19,774,000 | +58.2% | 70,000 | +40.0% | 11.82% | +76.0% |
| Q4 2018 | $12,496,000 | – | 50,000 | – | 6.71% | – |
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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% |