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 | $34 | +47.8% | 79 | +51.9% | 0.01% | +60.0% |
| Q2 2023 | $23 | -37.8% | 52 | -42.9% | 0.01% | -44.4% |
| Q1 2023 | $37 | -35.1% | 91 | -39.3% | 0.01% | -40.0% |
| Q4 2022 | $57 | -99.9% | 150 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $53,000 | +20.5% | 150 | +28.2% | 0.02% | +23.1% |
| Q2 2022 | $44,000 | +25.7% | 117 | +50.0% | 0.01% | +30.0% |
| Q1 2022 | $35,000 | +150.0% | 78 | +160.0% | 0.01% | +100.0% |
| Q4 2021 | $14,000 | +75.0% | 30 | +57.9% | 0.01% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 19 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 19 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $8,000 | -98.9% | 19 | -99.1% | 0.01% | -99.0% |
| Q4 2020 | $754,000 | +14980.0% | 2,018 | +12512.5% | 0.58% | +14525.0% |
| Q3 2020 | $5,000 | 0.0% | 16 | -5.9% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -44.4% | 17 | -51.4% | 0.00% | -55.6% |
| Q1 2020 | $9,000 | -18.2% | 35 | 0.0% | 0.01% | -59.1% |
| Q4 2019 | $11,000 | +22.2% | 35 | +9.4% | 0.02% | +15.8% |
| Q3 2019 | $9,000 | 0.0% | 32 | 0.0% | 0.02% | -13.6% |
| Q2 2019 | $9,000 | – | 32 | – | 0.02% | – |
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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% |