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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,790,209 | -99.4% | 7,296 | +463.4% | 0.19% | +447.1% |
| Q3 2022 | $488,539,000 | 0.0% | 1,295 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $488,539,000 | +13611.5% | 1,295 | -82.7% | 0.03% | -79.9% |
| Q4 2021 | $3,563,000 | -27.2% | 7,501 | -34.2% | 0.17% | -32.1% |
| Q3 2021 | $4,894,000 | +223.2% | 11,404 | +222.4% | 0.25% | +219.2% |
| Q2 2021 | $1,514,000 | +8.0% | 3,537 | 0.0% | 0.08% | -3.7% |
| Q1 2021 | $1,402,000 | -59.1% | 3,537 | -65.5% | 0.08% | -66.2% |
| Q3 2020 | $3,429,000 | +8.6% | 10,239 | 0.0% | 0.24% | -6.2% |
| Q2 2020 | $3,157,000 | +140.1% | 10,239 | +150.5% | 0.26% | +163.9% |
| Q4 2019 | $1,315,000 | -77.4% | 4,087 | -79.6% | 0.10% | -82.3% |
| Q3 2018 | $5,824,000 | +7.2% | 20,032 | 0.0% | 0.55% | +6.0% |
| Q2 2018 | $5,434,000 | – | 20,032 | – | 0.52% | – |
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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% |