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 | $460,514 | -0.5% | 1,077 | +3.2% | 0.16% | +2.6% |
| Q2 2023 | $462,814 | +8.3% | 1,044 | 0.0% | 0.15% | +3.4% |
| Q1 2023 | $427,345 | +115.8% | 1,044 | +88.1% | 0.15% | +90.9% |
| Q3 2022 | $198,000 | -5.3% | 555 | 0.0% | 0.08% | -10.5% |
| Q2 2022 | $209,000 | -53.6% | 555 | -44.3% | 0.09% | -46.6% |
| Q1 2022 | $450,000 | -4.9% | 997 | 0.0% | 0.16% | -15.7% |
| Q4 2021 | $473,000 | -9.0% | 997 | -17.8% | 0.19% | -15.9% |
| Q3 2021 | $520,000 | -5.1% | 1,213 | -5.2% | 0.23% | -5.0% |
| Q2 2021 | $548,000 | +8.1% | 1,279 | 0.0% | 0.24% | -1.6% |
| Q1 2021 | $507,000 | +6.1% | 1,279 | 0.0% | 0.24% | +37.3% |
| Q4 2020 | $478,000 | +16.9% | 1,279 | +4.6% | 0.18% | +4.7% |
| Q3 2020 | $409,000 | -5.3% | 1,223 | -12.7% | 0.17% | -20.7% |
| Q2 2020 | $432,000 | +29.7% | 1,401 | +8.3% | 0.21% | +0.9% |
| Q1 2020 | $333,000 | -20.0% | 1,294 | 0.0% | 0.21% | +15.3% |
| Q4 2019 | $416,000 | +8.3% | 1,294 | 0.0% | 0.18% | -2.7% |
| Q3 2019 | $384,000 | +1.3% | 1,294 | +0.1% | 0.19% | -3.1% |
| Q2 2019 | $379,000 | +3.8% | 1,293 | 0.0% | 0.19% | -1.0% |
| Q1 2019 | $365,000 | +13.0% | 1,293 | 0.0% | 0.20% | +12.6% |
| Q4 2018 | $323,000 | -14.1% | 1,293 | +0.1% | 0.17% | -4.9% |
| Q3 2018 | $376,000 | +7.1% | 1,292 | 0.0% | 0.18% | -11.2% |
| Q2 2018 | $351,000 | +3.2% | 1,292 | 0.0% | 0.21% | -0.5% |
| Q1 2018 | $340,000 | -1.4% | 1,292 | 0.0% | 0.21% | -1.9% |
| Q4 2017 | $345,000 | +6.5% | 1,292 | +0.1% | 0.21% | +1.4% |
| Q3 2017 | $324,000 | +3.8% | 1,291 | 0.0% | 0.21% | -0.5% |
| Q2 2017 | $312,000 | +20.9% | 1,291 | +18.1% | 0.21% | +15.5% |
| Q1 2017 | $258,000 | -17.8% | 1,093 | -22.2% | 0.18% | -24.3% |
| Q4 2016 | $314,000 | – | 1,404 | – | 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% |