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 | $2,681,715 | +6.1% | 6,274 | +10.0% | 0.61% | +8.5% |
| Q2 2023 | $2,527,459 | +10.6% | 5,702 | +2.1% | 0.56% | +5.2% |
| Q1 2023 | $2,286,082 | +1.3% | 5,584 | -5.8% | 0.54% | -32.0% |
| Q4 2022 | $2,257,499 | +3.6% | 5,927 | -2.9% | 0.79% | -7.8% |
| Q3 2022 | $2,180,000 | -13.1% | 6,103 | +0.4% | 0.86% | +0.7% |
| Q2 2022 | $2,508,000 | -7.3% | 6,079 | +1.5% | 0.85% | +4.9% |
| Q1 2022 | $2,706,000 | +11.1% | 5,991 | +16.8% | 0.81% | +13.0% |
| Q4 2021 | $2,436,000 | +10.7% | 5,129 | +8.8% | 0.72% | +9.3% |
| Q3 2021 | $2,201,000 | +7.1% | 4,715 | +0.4% | 0.66% | +1.9% |
| Q2 2021 | $2,056,000 | +1.7% | 4,697 | -3.0% | 0.64% | +0.8% |
| Q1 2021 | $2,021,000 | +17.4% | 4,842 | +5.2% | 0.64% | -1.7% |
| Q4 2020 | $1,721,000 | – | 4,604 | – | 0.65% | – |
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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% |