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 | $40,728 | -19.5% | 95 | -16.7% | 0.04% | -16.7% |
| Q2 2023 | $50,568 | +8.5% | 114 | 0.0% | 0.04% | +7.7% |
| Q1 2023 | $46,621 | -10.8% | 114 | -17.4% | 0.04% | -15.2% |
| Q4 2022 | $52,255 | -99.9% | 138 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $48,722,000 | +3997.7% | 138 | -96.1% | 0.05% | -95.1% |
| Q3 2020 | $1,189,000 | -90.8% | 3,552 | -91.5% | 0.94% | -88.4% |
| Q2 2020 | $12,910,000 | +6.9% | 41,867 | -10.6% | 8.12% | -25.1% |
| Q1 2020 | $12,072,000 | – | 46,839 | – | 10.84% | – |
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% |