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 | $3,840,333 | -11.4% | 8,984 | -8.1% | 0.51% | -9.8% |
| Q2 2023 | $4,333,568 | +6.2% | 9,776 | -1.9% | 0.56% | -0.4% |
| Q1 2023 | $4,081,421 | +5.2% | 9,970 | -1.7% | 0.57% | -2.6% |
| Q4 2022 | $3,878,611 | -15.0% | 10,142 | -20.6% | 0.58% | -20.4% |
| Q3 2022 | $4,562,000 | +5.5% | 12,773 | +11.4% | 0.73% | +23.9% |
| Q2 2022 | $4,324,000 | +33.8% | 11,461 | +60.2% | 0.59% | +49.1% |
| Q1 2022 | $3,232,000 | -0.3% | 7,156 | +4.8% | 0.40% | +4.8% |
| Q4 2021 | $3,242,000 | +10.0% | 6,826 | -2.0% | 0.38% | +2.2% |
| Q3 2021 | $2,946,000 | -1.5% | 6,966 | -0.3% | 0.37% | -3.9% |
| Q2 2021 | $2,991,000 | +6.5% | 6,988 | -1.4% | 0.38% | -2.8% |
| Q1 2021 | $2,808,000 | +4.6% | 7,085 | -1.3% | 0.40% | -2.9% |
| Q4 2020 | $2,685,000 | – | 7,181 | – | 0.41% | – |
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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% |