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 | $348,000 | -37.3% | 1,038 | -42.3% | 0.13% | -43.9% |
| Q2 2020 | $555,000 | +19.6% | 1,800 | 0.0% | 0.24% | +6.7% |
| Q1 2020 | $464,000 | -19.9% | 1,800 | 0.0% | 0.22% | -9.7% |
| Q4 2019 | $579,000 | +72.8% | 1,800 | +59.6% | 0.25% | +64.2% |
| Q3 2019 | $335,000 | +1.2% | 1,128 | 0.0% | 0.15% | -0.7% |
| Q2 2019 | $331,000 | -65.7% | 1,128 | -66.0% | 0.15% | -65.8% |
| Q3 2018 | $965,000 | +7.1% | 3,320 | 0.0% | 0.44% | +7.7% |
| Q2 2018 | $901,000 | +42.8% | 3,320 | +40.3% | 0.41% | +51.3% |
| Q4 2017 | $631,000 | +6.2% | 2,366 | 0.0% | 0.27% | -2.5% |
| Q3 2017 | $594,000 | +3.8% | 2,366 | 0.0% | 0.28% | +2.9% |
| Q2 2017 | $572,000 | +2.5% | 2,366 | 0.0% | 0.27% | +7.5% |
| Q1 2017 | $558,000 | +5.5% | 2,366 | 0.0% | 0.25% | -6.3% |
| Q4 2016 | $529,000 | +10.0% | 2,366 | +6.4% | 0.27% | -3.2% |
| Q3 2016 | $481,000 | -82.9% | 2,223 | -83.8% | 0.28% | -83.3% |
| Q1 2016 | $2,817,000 | +120.1% | 13,702 | +118.3% | 1.67% | +125.0% |
| Q4 2015 | $1,280,000 | -9.9% | 6,276 | -15.4% | 0.74% | -29.5% |
| Q3 2015 | $1,421,000 | -22.6% | 7,416 | -16.7% | 1.05% | -22.3% |
| Q1 2015 | $1,837,000 | -25.2% | 8,899 | -25.6% | 1.35% | -28.9% |
| Q4 2014 | $2,456,000 | +372.3% | 11,953 | +352.8% | 1.90% | +397.6% |
| Q3 2014 | $520,000 | -60.1% | 2,640 | -60.4% | 0.38% | -76.7% |
| Q2 2014 | $1,304,000 | -76.9% | 6,662 | -77.9% | 1.64% | -53.2% |
| Q1 2014 | $5,636,000 | -38.3% | 30,132 | -39.1% | 3.50% | -42.4% |
| Q4 2013 | $9,132,000 | – | 49,451 | – | 6.08% | – |
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% |