SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,505 filers reported holding SPDR S&P 500 ETF TR in Q1 2020. The put-call ratio across all filers is 1.36 and the average weighting 3.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $460,396 | -9.1% | 1,077 | -5.8% | 0.04% | 0.0% |
Q2 2023 | $506,669 | -42.5% | 1,143 | -46.9% | 0.04% | -47.1% |
Q1 2023 | $881,826 | -78.7% | 2,154 | -80.1% | 0.07% | -79.9% |
Q4 2022 | $4,139,422 | +123.5% | 10,824 | +108.8% | 0.34% | +108.0% |
Q3 2022 | $1,852,000 | +304.4% | 5,184 | +327.4% | 0.16% | +328.9% |
Q2 2022 | $458,000 | -0.2% | 1,213 | +19.5% | 0.04% | +15.2% |
Q1 2022 | $459,000 | +6.0% | 1,015 | +11.3% | 0.03% | +13.8% |
Q4 2021 | $433,000 | +5.1% | 912 | -5.0% | 0.03% | -9.4% |
Q3 2021 | $412,000 | -4.6% | 960 | -5.0% | 0.03% | -3.0% |
Q2 2021 | $432,000 | +3.3% | 1,010 | -4.3% | 0.03% | -5.7% |
Q1 2021 | $418,000 | -1.6% | 1,055 | -7.2% | 0.04% | -5.4% |
Q4 2020 | $425,000 | +38.9% | 1,137 | +24.4% | 0.04% | +23.3% |
Q3 2020 | $306,000 | +3.7% | 914 | -4.4% | 0.03% | -6.2% |
Q2 2020 | $295,000 | +8.5% | 956 | -9.5% | 0.03% | -8.6% |
Q1 2020 | $272,000 | -17.6% | 1,056 | +3.0% | 0.04% | -2.8% |
Q4 2019 | $330,000 | +11.1% | 1,025 | +2.5% | 0.04% | +2.9% |
Q3 2019 | $297,000 | – | 1,000 | – | 0.04% | – |
Download |
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% |