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 2020 | $553,000 | +7.2% | 1,652 | -1.3% | 0.19% | -6.1% |
| Q2 2020 | $516,000 | +14.2% | 1,674 | -4.6% | 0.20% | -8.8% |
| Q1 2020 | $452,000 | +28.8% | 1,754 | +60.8% | 0.22% | +66.9% |
| Q4 2019 | $351,000 | +8.3% | 1,091 | 0.0% | 0.13% | +3.2% |
| Q3 2019 | $324,000 | +1.2% | 1,091 | 0.0% | 0.13% | 0.0% |
| Q2 2019 | $320,000 | +3.9% | 1,091 | 0.0% | 0.13% | -8.0% |
| Q1 2019 | $308,000 | +24.2% | 1,091 | +10.1% | 0.14% | +2.2% |
| Q4 2018 | $248,000 | -13.9% | 991 | 0.0% | 0.13% | -6.3% |
| Q3 2018 | $288,000 | +19.0% | 991 | +11.2% | 0.14% | +17.2% |
| Q2 2018 | $242,000 | +13.6% | 891 | +10.0% | 0.12% | +9.9% |
| Q1 2018 | $213,000 | -11.6% | 810 | -10.2% | 0.11% | -13.3% |
| Q4 2017 | $241,000 | +6.2% | 902 | 0.0% | 0.13% | +3.2% |
| Q3 2017 | $227,000 | +4.1% | 902 | 0.0% | 0.12% | +4.2% |
| Q2 2017 | $218,000 | +0.5% | 902 | -2.2% | 0.12% | -1.7% |
| Q1 2017 | $217,000 | +5.3% | 922 | 0.0% | 0.12% | -6.9% |
| Q4 2016 | $206,000 | -15.6% | 922 | -20.7% | 0.13% | -17.2% |
| Q2 2016 | $244,000 | +2.1% | 1,163 | 0.0% | 0.16% | -0.6% |
| Q1 2016 | $239,000 | -7.0% | 1,163 | -7.8% | 0.16% | -4.2% |
| Q4 2015 | $257,000 | +0.4% | 1,262 | -5.6% | 0.16% | -8.8% |
| Q3 2015 | $256,000 | +33.3% | 1,337 | +42.7% | 0.18% | +39.2% |
| Q2 2015 | $192,000 | -7.2% | 937 | -7.0% | 0.13% | -20.2% |
| Q4 2014 | $207,000 | -0.5% | 1,008 | -9.6% | 0.16% | -5.2% |
| Q1 2014 | $208,000 | -5.0% | 1,115 | -6.1% | 0.17% | -12.2% |
| Q4 2013 | $219,000 | – | 1,188 | – | 0.20% | – |
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% |