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 2020 | $37,601,000 | +2.3% | 112,277 | -5.8% | 10.53% | -3.3% |
| Q2 2020 | $36,756,000 | +32.5% | 119,200 | +10.8% | 10.88% | +8.2% |
| Q1 2020 | $27,730,000 | -4.9% | 107,586 | +18.7% | 10.06% | +10.7% |
| Q4 2019 | $29,171,000 | +10.6% | 90,633 | +2.0% | 9.09% | +5.5% |
| Q3 2019 | $26,376,000 | +3.0% | 88,879 | +1.7% | 8.62% | +4.0% |
| Q2 2019 | $25,600,000 | +4.6% | 87,372 | +0.8% | 8.28% | -11.8% |
| Q1 2019 | $24,480,000 | +13.5% | 86,659 | +0.4% | 9.40% | +3.5% |
| Q4 2018 | $21,563,000 | -13.6% | 86,278 | +0.5% | 9.08% | -2.4% |
| Q3 2018 | $24,961,000 | +7.6% | 85,860 | +0.4% | 9.30% | +5.5% |
| Q2 2018 | $23,190,000 | +4.5% | 85,482 | +1.4% | 8.82% | -33.6% |
| Q1 2018 | $22,184,000 | -6.2% | 84,303 | -4.9% | 13.28% | -14.3% |
| Q4 2017 | $23,654,000 | – | 88,640 | – | 15.49% | – |
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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% |