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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,329,097 | +6.6% | 19,937 | -1.0% | 3.50% | -2.5% |
| Q3 2023 | $8,755,304 | -1.9% | 20,148 | +0.0% | 3.59% | +2.5% |
| Q2 2023 | $8,928,906 | +8.0% | 20,143 | -0.3% | 3.50% | +2.8% |
| Q1 2023 | $8,270,760 | -9.5% | 20,203 | -15.5% | 3.40% | +9.3% |
| Q4 2022 | $9,139,803 | +2.1% | 23,899 | -3.2% | 3.11% | -9.8% |
| Q3 2022 | $8,956,000 | -7.3% | 24,686 | -2.1% | 3.45% | -10.4% |
| Q2 2022 | $9,659,000 | -13.1% | 25,203 | +2.4% | 3.85% | -53.2% |
| Q1 2022 | $11,121,000 | -2.7% | 24,623 | +1.5% | 8.24% | +86.4% |
| Q4 2021 | $11,424,000 | +1.6% | 24,254 | -1.7% | 4.42% | +2.3% |
| Q3 2021 | $11,247,000 | +5.7% | 24,667 | -0.0% | 4.32% | -9.0% |
| Q2 2021 | $10,645,000 | +1.1% | 24,679 | -2.2% | 4.75% | -42.9% |
| Q1 2021 | $10,531,000 | -8.4% | 25,222 | -18.0% | 8.32% | -17.8% |
| Q4 2020 | $11,496,000 | – | 30,749 | – | 10.12% | – |
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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% |