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 | $1,040,890 | -5.4% | 2,426 | -1.9% | 0.16% | -1.8% |
| Q2 2023 | $1,100,266 | +3.1% | 2,473 | -4.8% | 0.17% | +0.6% |
| Q1 2023 | $1,067,507 | -4.5% | 2,598 | -10.7% | 0.17% | -2.9% |
| Q4 2022 | $1,117,664 | +7.4% | 2,909 | +0.3% | 0.17% | -1.2% |
| Q3 2022 | $1,041,000 | -7.2% | 2,901 | -2.0% | 0.17% | -2.3% |
| Q2 2022 | $1,122,000 | -25.6% | 2,961 | -11.4% | 0.18% | -15.3% |
| Q1 2022 | $1,509,000 | +315.7% | 3,341 | +337.3% | 0.21% | +280.0% |
| Q4 2021 | $363,000 | +26.9% | 764 | +14.7% | 0.06% | +22.2% |
| Q3 2021 | $286,000 | +5.1% | 666 | +4.7% | 0.04% | +4.7% |
| Q2 2021 | $272,000 | +7.9% | 636 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $252,000 | +5.9% | 636 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $238,000 | +11.7% | 636 | 0.0% | 0.04% | +7.3% |
| Q3 2020 | $213,000 | – | 636 | – | 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% |