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 | $61,846,096 | -3.6% | 144,676 | 0.0% | 6.62% | -8.2% |
| Q2 2023 | $64,131,977 | +60.0% | 144,676 | +47.8% | 7.21% | +48.4% |
| Q1 2023 | $40,071,093 | +141.0% | 97,880 | +125.1% | 4.86% | +130.0% |
| Q4 2022 | $16,630,351 | +967.4% | 43,486 | +897.2% | 2.11% | +851.4% |
| Q3 2022 | $1,558,000 | -5.3% | 4,361 | 0.0% | 0.22% | -5.5% |
| Q2 2022 | $1,645,000 | -16.5% | 4,361 | 0.0% | 0.24% | -6.7% |
| Q1 2022 | $1,970,000 | -72.7% | 4,361 | -71.3% | 0.25% | -70.1% |
| Q4 2021 | $7,213,000 | +10.7% | 15,186 | 0.0% | 0.84% | +16.9% |
| Q3 2021 | $6,517,000 | -86.2% | 15,186 | -86.2% | 0.72% | -85.5% |
| Q2 2021 | $47,092,000 | -58.7% | 110,012 | -61.8% | 4.97% | -54.5% |
| Q1 2021 | $114,042,000 | -19.9% | 287,746 | -24.4% | 10.93% | -22.7% |
| Q4 2020 | $142,372,000 | +7.2% | 380,796 | -4.0% | 14.14% | +2.1% |
| Q3 2020 | $132,833,000 | +11.7% | 396,648 | +2.9% | 13.84% | -0.0% |
| Q2 2020 | $118,888,000 | +43.8% | 385,548 | +20.2% | 13.85% | +16.7% |
| Q1 2020 | $82,686,000 | – | 320,800 | – | 11.86% | – |
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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% |