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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,719,241 | -0.0% | 303 | -77.8% | 3.56% | -9.5% |
| Q3 2022 | $5,720,000 | +1515.8% | 1,364 | +45.4% | 3.94% | +1431.5% |
| Q2 2022 | $354,000 | -83.1% | 938 | -78.7% | 0.26% | -82.4% |
| Q4 2021 | $2,095,000 | -93.1% | 4,410 | -92.9% | 1.46% | -92.9% |
| Q4 2020 | $30,202,000 | +139.9% | 62,400 | +66.4% | 20.75% | +104.6% |
| Q3 2020 | $12,588,000 | +8.9% | 37,500 | 0.0% | 10.14% | -3.1% |
| Q2 2020 | $11,564,000 | +2487.0% | 37,500 | +177.8% | 10.47% | +1985.5% |
| Q1 2020 | $447,000 | -6.7% | 13,500 | -35.1% | 0.50% | +19.5% |
| Q4 2019 | $479,000 | – | 20,800 | – | 0.42% | – |
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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% |