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 | $3,335,199 | -3.1% | 7,802 | +0.4% | 1.20% | -1.2% |
| Q2 2023 | $3,443,399 | +1.1% | 7,768 | -6.6% | 1.22% | -3.8% |
| Q1 2023 | $3,406,668 | -5.1% | 8,321 | -11.3% | 1.26% | -11.2% |
| Q4 2022 | $3,588,847 | -86.6% | 9,384 | -87.5% | 1.42% | -87.3% |
| Q3 2022 | $26,743,000 | -6.3% | 74,872 | -1.1% | 11.26% | -2.1% |
| Q2 2022 | $28,547,000 | -17.1% | 75,670 | -0.8% | 11.49% | -5.0% |
| Q1 2022 | $34,449,000 | -2.7% | 76,275 | +2.3% | 12.10% | +0.2% |
| Q4 2021 | $35,410,000 | +8.4% | 74,554 | -2.1% | 12.08% | +3.8% |
| Q3 2021 | $32,679,000 | +7.4% | 76,149 | -0.8% | 11.63% | -0.2% |
| Q1 2021 | $30,423,000 | +6.9% | 76,762 | +0.8% | 11.66% | -0.4% |
| Q4 2020 | $28,466,000 | -29.7% | 76,138 | -37.0% | 11.71% | -36.7% |
| Q3 2020 | $40,485,000 | +7.6% | 120,889 | -0.9% | 18.51% | +1.5% |
| Q2 2020 | $37,622,000 | +24.1% | 122,007 | +3.8% | 18.24% | +7.3% |
| Q1 2020 | $30,304,000 | +12962.1% | 117,571 | +14220.5% | 17.00% | +8617.4% |
| Q1 2019 | $232,000 | +13.2% | 821 | 0.0% | 0.20% | -3.9% |
| Q4 2018 | $205,000 | – | 821 | – | 0.20% | – |
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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% |