SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,526 filers reported holding SPDR S&P 500 ETF TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,273,096 | +727.2% | 617,900 | +664.5% | 0.36% | +268.4% |
| Q2 2023 | $516,558 | -60.9% | 80,821 | -63.8% | 0.10% | -40.6% |
| Q1 2023 | $1,322,136 | -53.5% | 223,300 | -73.6% | 0.16% | -61.0% |
| Q4 2022 | $2,845,848 | -84.6% | 844,900 | +51.4% | 0.42% | -74.7% |
| Q3 2022 | $18,464,000 | +81.7% | 557,933 | +20.9% | 1.67% | +48.6% |
| Q2 2022 | $10,161,000 | -65.0% | 461,448 | +19.4% | 1.12% | -57.6% |
| Q1 2022 | $29,006,000 | +2.0% | 386,400 | -42.7% | 2.65% | +33.3% |
| Q4 2021 | $28,436,000 | -56.9% | 674,159 | -6.6% | 1.98% | -52.7% |
| Q2 2021 | $65,981,000 | +412.0% | 722,046 | +361.1% | 4.19% | +597.8% |
| Q1 2021 | $12,887,000 | -63.5% | 156,583 | -53.6% | 0.60% | -70.8% |
| Q4 2020 | $35,295,000 | -18.8% | 337,780 | -25.9% | 2.06% | -25.7% |
| Q3 2020 | $43,468,000 | – | 455,953 | – | 2.77% | – |
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% |