SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,273 filers reported holding SPDR S&P 500 ETF TR in Q3 2019. The put-call ratio across all filers is 1.64 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,322 | -3.5% | 719 | 0.0% | 0.05% | -5.3% |
| Q2 2023 | $318,621 | +6.7% | 719 | -1.5% | 0.06% | +3.6% |
| Q1 2023 | $298,709 | +8.1% | 730 | -49.3% | 0.06% | +1.9% |
| Q4 2022 | $276,276 | -36.6% | 1,440 | +30.9% | 0.05% | -34.9% |
| Q1 2021 | $436,000 | +7.1% | 1,100 | +1.2% | 0.08% | -4.6% |
| Q4 2020 | $407,000 | +16.3% | 1,087 | +4.0% | 0.09% | -4.4% |
| Q3 2020 | $350,000 | +8.7% | 1,045 | 0.0% | 0.09% | +4.6% |
| Q2 2020 | $322,000 | +19.7% | 1,045 | 0.0% | 0.09% | -6.5% |
| Q1 2020 | $269,000 | -19.9% | 1,045 | 0.0% | 0.09% | -7.0% |
| Q4 2019 | $336,000 | +8.4% | 1,045 | +0.1% | 0.10% | +3.1% |
| Q3 2019 | $310,000 | – | 1,044 | – | 0.10% | – |
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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% |