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 2022 | $973,000 | +23.8% | 2,725 | +30.8% | 0.14% | +25.2% |
| Q2 2022 | $786,000 | -16.6% | 2,084 | -0.5% | 0.12% | -3.4% |
| Q1 2022 | $942,000 | -6.5% | 2,095 | -1.3% | 0.12% | -6.3% |
| Q4 2021 | $1,008,000 | +16.8% | 2,122 | +5.5% | 0.13% | +10.4% |
| Q3 2021 | $863,000 | -1.8% | 2,012 | -2.1% | 0.12% | -2.5% |
| Q2 2021 | $879,000 | -20.2% | 2,055 | -26.1% | 0.12% | -25.8% |
| Q1 2021 | $1,101,000 | +57.7% | 2,779 | +48.8% | 0.16% | +42.0% |
| Q4 2020 | $698,000 | – | 1,868 | – | 0.11% | – |
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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% |