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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,241,330 | -45.3% | 47,000 | -48.9% | 42.97% | +8.0% |
| Q4 2022 | $35,183,560 | +7.1% | 92,000 | 0.0% | 39.77% | -15.0% |
| Q3 2022 | $32,861,000 | -5.3% | 92,000 | 0.0% | 46.78% | +8.3% |
| Q2 2022 | $34,707,000 | +8776.5% | 92,000 | +67.3% | 43.22% | +2541.6% |
| Q1 2020 | $391,000 | +13.0% | 55,000 | -70.9% | 1.64% | +144.9% |
| Q2 2019 | $346,000 | +168.2% | 189,000 | +162.5% | 0.67% | +384.1% |
| Q2 2018 | $129,000 | -42.7% | 72,000 | -40.8% | 0.14% | -35.8% |
| Q1 2018 | $225,000 | -54.6% | 121,600 | -71.0% | 0.22% | +70.6% |
| Q4 2015 | $496,000 | -88.3% | 420,000 | -85.5% | 0.13% | -87.6% |
| Q3 2014 | $4,253,000 | +52.1% | 2,900,000 | -13.7% | 1.02% | +43.1% |
| Q2 2014 | $2,797,000 | -9.6% | 3,360,000 | +13005.0% | 0.71% | -21.6% |
| Q1 2014 | $3,095,000 | -36.0% | 25,639 | -2.1% | 0.91% | -43.3% |
| Q4 2013 | $4,839,000 | +101.0% | 26,200 | +66.9% | 1.60% | +91.6% |
| Q3 2013 | $2,407,000 | +18.2% | 15,700 | +23.6% | 0.84% | +17.4% |
| Q2 2013 | $2,037,000 | – | 12,700 | – | 0.71% | – |
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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% |