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 | $1,824,116 | -3.6% | 4,267 | 0.0% | 0.04% | +5.9% |
| Q2 2023 | $1,891,536 | +8.3% | 4,267 | 0.0% | 0.03% | +3.0% |
| Q1 2023 | $1,746,923 | +13.1% | 4,267 | +5.6% | 0.03% | +13.8% |
| Q4 2022 | $1,545,070 | -38.5% | 4,040 | -42.6% | 0.03% | -40.8% |
| Q3 2022 | $2,514,000 | +97.3% | 7,039 | +108.5% | 0.05% | +113.0% |
| Q2 2022 | $1,274,000 | -11.8% | 3,376 | +5.6% | 0.02% | -4.2% |
| Q1 2022 | $1,444,000 | -2.8% | 3,198 | +2.3% | 0.02% | -4.0% |
| Q4 2021 | $1,485,000 | +33.8% | 3,127 | +20.9% | 0.02% | +25.0% |
| Q3 2021 | $1,110,000 | +2.8% | 2,587 | +2.6% | 0.02% | +5.3% |
| Q2 2021 | $1,080,000 | +8.0% | 2,522 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $1,000,000 | +6.4% | 2,522 | +0.2% | 0.02% | -10.0% |
| Q4 2020 | $940,000 | +12.8% | 2,516 | +1.2% | 0.02% | -9.1% |
| Q3 2020 | $833,000 | +82.3% | 2,486 | +67.7% | 0.02% | +69.2% |
| Q2 2020 | $457,000 | -0.7% | 1,482 | -16.9% | 0.01% | -13.3% |
| Q1 2020 | $460,000 | – | 1,784 | – | 0.02% | – |
Download | ||||||
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% |