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 | $524,090 | +67.3% | 1,226 | +73.4% | 0.08% | +72.7% |
| Q2 2023 | $313,237 | -11.9% | 707 | -18.6% | 0.04% | -13.7% |
| Q1 2023 | $355,610 | -52.7% | 869 | -55.8% | 0.05% | -58.5% |
| Q4 2022 | $752,482 | -54.6% | 1,967 | -57.7% | 0.12% | -56.8% |
| Q3 2022 | $1,659,000 | +540.5% | 4,645 | +576.1% | 0.28% | +595.1% |
| Q2 2022 | $259,000 | +91.9% | 687 | +129.0% | 0.04% | +17.1% |
| Q1 2022 | $135,000 | -55.0% | 300 | -52.6% | 0.04% | -16.7% |
| Q4 2021 | $300,000 | +13.6% | 633 | +2.9% | 0.04% | +2.4% |
| Q3 2021 | $264,000 | +0.4% | 615 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $263,000 | +7.8% | 615 | 0.0% | 0.04% | +5.3% |
| Q1 2021 | $244,000 | +3.0% | 615 | -3.1% | 0.04% | -5.0% |
| Q4 2020 | $237,000 | +11.8% | 635 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $212,000 | +8.2% | 635 | 0.0% | 0.04% | -8.9% |
| Q2 2020 | $196,000 | -77.1% | 635 | -76.1% | 0.04% | -75.0% |
| Q4 2019 | $855,000 | -40.0% | 2,656 | -53.4% | 0.18% | -51.7% |
| Q4 2018 | $1,424,000 | – | 5,697 | – | 0.37% | – |
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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% |