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 | $4,432,800 | -92.5% | 10,000 | -93.3% | 0.34% | -85.3% |
| Q1 2021 | $59,450,000 | -64.7% | 150,000 | -66.7% | 2.35% | -73.4% |
| Q4 2020 | $168,246,000 | +139.2% | 450,000 | +114.3% | 8.81% | +80.4% |
| Q3 2020 | $70,327,000 | -8.8% | 210,000 | -16.0% | 4.88% | -29.5% |
| Q2 2020 | $77,090,000 | +38.0% | 250,000 | 0.0% | 6.92% | -66.6% |
| Q4 2016 | $55,868,000 | – | 250,000 | – | 20.72% | – |
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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% |