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 2023 | $4,083,289 | -5.9% | 9,552 | -2.4% | 2.77% | -4.4% |
| Q2 2023 | $4,337,939 | +1830254.0% | 9,786 | +1629.0% | 2.90% | +1634.1% |
| Q1 2023 | $237 | +11.8% | 566 | +2.0% | 0.17% | +12.8% |
| Q4 2022 | $212 | -99.9% | 555 | +0.5% | 0.15% | +8.0% |
| Q2 2022 | $208,000 | -16.5% | 552 | 0.0% | 0.14% | -6.8% |
| Q1 2022 | $249,000 | -60.5% | 552 | -70.7% | 0.15% | -70.9% |
| Q3 2020 | $630,000 | -12.3% | 1,882 | -19.1% | 0.50% | -17.9% |
| Q2 2020 | $718,000 | -33.5% | 2,327 | -44.4% | 0.62% | -40.1% |
| Q1 2020 | $1,080,000 | -24.4% | 4,189 | -5.6% | 1.03% | -5.6% |
| Q4 2019 | $1,428,000 | -4.2% | 4,438 | -11.6% | 1.09% | -7.1% |
| Q3 2019 | $1,490,000 | +0.9% | 5,020 | -0.4% | 1.17% | -7.6% |
| Q2 2019 | $1,477,000 | +73.8% | 5,042 | +67.5% | 1.27% | +74.2% |
| Q1 2019 | $850,000 | -23.6% | 3,010 | -32.4% | 0.73% | -30.1% |
| Q4 2018 | $1,112,000 | -13.1% | 4,451 | +1.1% | 1.04% | -1.5% |
| Q3 2018 | $1,280,000 | +5.2% | 4,402 | -1.9% | 1.06% | +0.8% |
| Q2 2018 | $1,217,000 | -32.8% | 4,485 | -34.9% | 1.05% | -31.9% |
| Q1 2018 | $1,812,000 | +33.9% | 6,885 | +35.8% | 1.54% | +29.3% |
| Q4 2017 | $1,353,000 | +6.3% | 5,069 | 0.0% | 1.19% | +3.9% |
| Q3 2017 | $1,273,000 | +434.9% | 5,069 | +334.0% | 1.15% | +425.7% |
| Q1 2016 | $238,000 | 0.0% | 1,168 | 0.0% | 0.22% | +1.4% |
| Q4 2015 | $238,000 | +9.2% | 1,168 | +2.5% | 0.22% | +9.7% |
| Q3 2015 | $218,000 | – | 1,140 | – | 0.20% | – |
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% |