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 | $18,589,883 | -3.7% | 43,487 | -0.1% | 1.64% | -2.7% |
| Q2 2023 | $19,294,268 | +7.8% | 43,526 | -0.5% | 1.68% | +2.0% |
| Q1 2023 | $17,901,044 | +7.0% | 43,726 | -0.1% | 1.65% | +6.7% |
| Q4 2022 | $16,732,131 | +217.7% | 43,752 | +196.8% | 1.54% | +183.0% |
| Q3 2022 | $5,266,000 | +364.4% | 14,742 | +390.3% | 0.55% | +235.0% |
| Q2 2022 | $1,134,000 | -11.6% | 3,007 | +5.8% | 0.16% | +1.9% |
| Q1 2022 | $1,283,000 | -4.8% | 2,842 | +0.2% | 0.16% | -4.8% |
| Q4 2021 | $1,347,000 | +9.9% | 2,837 | -0.7% | 0.17% | -1.8% |
| Q3 2021 | $1,226,000 | +1.3% | 2,857 | +1.1% | 0.17% | -2.8% |
| Q2 2021 | $1,210,000 | +7.9% | 2,827 | 0.0% | 0.18% | +3.5% |
| Q1 2021 | $1,121,000 | +6.1% | 2,827 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $1,057,000 | +8.5% | 2,827 | -2.8% | 0.17% | -13.5% |
| Q3 2020 | $974,000 | +8.6% | 2,908 | 0.0% | 0.19% | +3.8% |
| Q2 2020 | $897,000 | +19.6% | 2,908 | 0.0% | 0.18% | -2.1% |
| Q1 2020 | $750,000 | -16.9% | 2,908 | +3.8% | 0.19% | +13.2% |
| Q4 2019 | $902,000 | +2.5% | 2,801 | -5.6% | 0.17% | +101.2% |
| Q3 2019 | $880,000 | +67.3% | 2,966 | +65.1% | 0.08% | +62.7% |
| Q2 2019 | $526,000 | +3.7% | 1,796 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $507,000 | +12.9% | 1,796 | 0.0% | 0.05% | -3.8% |
| Q4 2018 | $449,000 | +7.2% | 1,796 | +24.5% | 0.05% | +35.9% |
| Q3 2018 | $419,000 | +3.5% | 1,442 | -3.4% | 0.04% | +5.4% |
| Q2 2018 | $405,000 | -3.3% | 1,492 | -6.3% | 0.04% | -7.5% |
| Q1 2018 | $419,000 | -12.9% | 1,592 | -11.7% | 0.04% | -13.0% |
| Q4 2017 | $481,000 | – | 1,802 | – | 0.05% | – |
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% |