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 | $10,687,000 | -82.5% | 25,000 | -81.8% | 3.14% | -72.2% |
| Q2 2023 | $60,951,000 | +42.2% | 137,500 | +14.6% | 11.31% | +18.9% |
| Q3 2022 | $42,862,000 | -57.8% | 120,000 | -46.7% | 9.52% | -17.3% |
| Q1 2022 | $101,619,000 | +114.0% | 225,000 | +125.0% | 11.51% | +135.2% |
| Q4 2021 | $47,496,000 | +47.6% | 100,000 | +33.3% | 4.89% | +0.5% |
| Q3 2021 | $32,186,000 | -35.0% | 75,000 | -40.0% | 4.87% | -10.5% |
| Q1 2021 | $49,541,000 | -62.1% | 125,000 | -64.3% | 5.44% | -67.6% |
| Q4 2020 | $130,858,000 | – | 350,000 | – | 16.78% | – |
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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% |