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 2021 | $19,622,000 | +5.2% | 45,725 | +48.5% | 0.91% | +1.0% |
| Q2 2021 | $18,650,000 | -99.8% | 30,794 | +33.9% | 0.90% | +13.8% |
| Q1 2021 | $9,111,641,000 | +82283.7% | 22,990 | -22.3% | 0.79% | -63.3% |
| Q4 2020 | $11,060,000 | +38.3% | 29,582 | +14.1% | 2.15% | -14.4% |
| Q3 2020 | $7,997,000 | 0.0% | 25,935 | 0.0% | 2.51% | +9.0% |
| Q2 2020 | $7,997,000 | +4.9% | 25,935 | -12.6% | 2.30% | +88.5% |
| Q1 2020 | $7,624,000 | -4.9% | 29,688 | +19.3% | 1.22% | -27.4% |
| Q4 2019 | $8,013,000 | +28.5% | 24,895 | +18.5% | 1.68% | +34.4% |
| Q3 2019 | $6,236,000 | +81.6% | 21,000 | +79.2% | 1.25% | -23.2% |
| Q2 2019 | $3,434,000 | -41.9% | 11,722 | -43.9% | 1.63% | +49.2% |
| Q1 2019 | $5,907,000 | -74.7% | 20,909 | -77.6% | 1.09% | -78.3% |
| Q4 2018 | $23,327,000 | – | 93,337 | – | 5.03% | – |
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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% |