SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,508 filers reported holding SPDR S&P 500 ETF TR in Q2 2020. The put-call ratio across all filers is 1.45 and the average weighting 3.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,005 | -3.6% | 2,351 | 0.0% | 0.05% | -6.9% |
| Q2 2023 | $1,042 | +8.3% | 2,351 | 0.0% | 0.06% | +13.7% |
| Q1 2023 | $962 | +7.0% | 2,351 | 0.0% | 0.05% | +6.2% |
| Q4 2022 | $899 | -99.9% | 2,351 | 0.0% | 0.05% | +11.6% |
| Q3 2022 | $840,000 | -5.3% | 2,351 | 0.0% | 0.04% | -6.5% |
| Q2 2022 | $887,000 | -16.5% | 2,351 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $1,062,000 | -4.9% | 2,351 | 0.0% | 0.05% | -17.5% |
| Q4 2021 | $1,117,000 | +10.7% | 2,351 | 0.0% | 0.06% | +14.0% |
| Q3 2021 | $1,009,000 | +0.3% | 2,351 | 0.0% | 0.05% | +11.1% |
| Q2 2021 | $1,006,000 | +7.9% | 2,351 | 0.0% | 0.04% | -10.0% |
| Q1 2021 | $932,000 | +6.0% | 2,351 | 0.0% | 0.05% | +2.0% |
| Q4 2020 | $879,000 | +11.7% | 2,351 | 0.0% | 0.05% | -7.5% |
| Q3 2020 | $787,000 | +8.6% | 2,351 | 0.0% | 0.05% | +39.5% |
| Q2 2020 | $725,000 | +19.6% | 2,351 | 0.0% | 0.04% | -13.6% |
| Q1 2020 | $606,000 | – | 2,351 | – | 0.04% | – |
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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% |