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 | $12,824,400 | -66.0% | 30,000 | -64.7% | 7.84% | -40.7% |
| Q2 2023 | $37,678,800 | -69.3% | 85,000 | -71.7% | 13.22% | -50.3% |
| Q1 2023 | $122,817,000 | +221.1% | 300,000 | +200.0% | 26.60% | +176.7% |
| Q4 2022 | $38,243,000 | -72.5% | 100,000 | -74.4% | 9.61% | -72.8% |
| Q3 2022 | $139,300,000 | +146.7% | 390,000 | +212.0% | 35.35% | +257.8% |
| Q1 2022 | $56,455,000 | -69.8% | 125,000 | -75.0% | 9.88% | -48.1% |
| Q4 2020 | $186,940,000 | -30.7% | 500,000 | -42.9% | 19.04% | -48.2% |
| Q2 2020 | $269,815,000 | +3389.1% | 875,000 | +2816.7% | 36.76% | +927.6% |
| Q1 2020 | $7,733,000 | -82.8% | 30,000 | -78.6% | 3.58% | -70.1% |
| Q4 2019 | $45,060,000 | +176.1% | 140,000 | +154.5% | 11.96% | +111.1% |
| Q3 2019 | $16,322,000 | -77.7% | 55,000 | -78.0% | 5.66% | -55.6% |
| Q2 2019 | $73,250,000 | +135.7% | 250,000 | +127.3% | 12.76% | +86.0% |
| Q1 2019 | $31,073,000 | +148.7% | 110,000 | +120.0% | 6.86% | +73.4% |
| Q4 2018 | $12,496,000 | +2275.7% | 50,000 | +2400.0% | 3.96% | +2875.2% |
| Q1 2018 | $526,000 | – | 2,000 | – | 0.13% | – |
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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% |