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 | $1,367,529 | -4.9% | 3,199 | -1.4% | 0.17% | +5.6% |
| Q2 2023 | $1,438,000 | -52.7% | 3,244 | -58.0% | 0.16% | -37.2% |
| Q1 2023 | $3,039,328 | +73.1% | 7,726 | +68.3% | 0.26% | +43.3% |
| Q4 2022 | $1,755,481 | +37.8% | 4,590 | +28.6% | 0.18% | +31.4% |
| Q3 2022 | $1,274,000 | -0.8% | 3,568 | +4.8% | 0.14% | +15.1% |
| Q2 2022 | $1,284,000 | -65.8% | 3,403 | -59.0% | 0.12% | -60.7% |
| Q1 2022 | $3,750,000 | -78.3% | 8,303 | -77.7% | 0.30% | -78.0% |
| Q4 2021 | $17,296,000 | -5.1% | 37,217 | -7.5% | 1.38% | +11.0% |
| Q3 2021 | $18,230,000 | +20.8% | 40,253 | +15.9% | 1.24% | -35.8% |
| Q2 2021 | $15,091,000 | +3580.7% | 34,743 | +3269.8% | 1.93% | +2921.9% |
| Q1 2021 | $410,000 | -18.3% | 1,031 | -22.5% | 0.06% | -24.7% |
| Q4 2020 | $502,000 | +17.0% | 1,331 | +6.7% | 0.08% | -1.2% |
| Q3 2020 | $429,000 | +6.7% | 1,248 | 0.0% | 0.09% | 0.0% |
| Q2 2020 | $402,000 | +27.2% | 1,248 | +7.7% | 0.09% | +16.2% |
| Q1 2020 | $316,000 | -1.2% | 1,159 | +16.5% | 0.07% | +7.2% |
| Q4 2019 | $320,000 | +8.5% | 995 | 0.0% | 0.07% | -1.4% |
| Q3 2019 | $295,000 | +1.0% | 995 | -0.2% | 0.07% | -5.4% |
| Q2 2019 | $292,000 | +4.7% | 997 | +1.1% | 0.07% | -5.1% |
| Q1 2019 | $279,000 | +3.0% | 986 | -9.1% | 0.08% | -10.3% |
| Q4 2018 | $271,000 | -5.6% | 1,085 | +10.0% | 0.09% | +3.6% |
| Q3 2018 | $287,000 | +5.9% | 986 | -1.2% | 0.08% | -1.2% |
| Q2 2018 | $271,000 | +12.4% | 998 | +9.1% | 0.08% | -6.6% |
| Q1 2018 | $241,000 | – | 915 | – | 0.09% | – |
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% |