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 | $5,064,000 | -1.7% | 11,845 | +1.9% | 0.32% | +1.9% |
| Q2 2023 | $5,154,000 | +11.4% | 11,626 | +2.9% | 0.31% | +3.0% |
| Q1 2023 | $4,626,000 | +4.1% | 11,300 | -2.7% | 0.30% | -6.2% |
| Q4 2022 | $4,443,000 | +7.2% | 11,617 | +0.1% | 0.32% | -4.5% |
| Q3 2022 | $4,144,000 | -5.1% | 11,603 | +0.2% | 0.34% | -1.8% |
| Q2 2022 | $4,369,000 | -18.7% | 11,581 | -2.7% | 0.34% | -8.1% |
| Q1 2022 | $5,377,000 | -2.1% | 11,906 | +2.9% | 0.37% | +10.1% |
| Q4 2021 | $5,493,000 | +11.1% | 11,566 | +0.4% | 0.34% | +35.2% |
| Q3 2021 | $4,945,000 | +1.2% | 11,524 | +1.0% | 0.25% | -1.6% |
| Q2 2021 | $4,885,000 | +5.7% | 11,413 | -2.2% | 0.25% | -3.1% |
| Q1 2021 | $4,623,000 | +6.1% | 11,664 | +0.1% | 0.26% | -11.5% |
| Q4 2020 | $4,357,000 | +12.8% | 11,654 | +1.0% | 0.30% | -11.1% |
| Q3 2020 | $3,864,000 | +8.8% | 11,539 | +0.1% | 0.33% | -2.6% |
| Q2 2020 | $3,553,000 | +31.9% | 11,522 | +10.2% | 0.34% | -8.8% |
| Q1 2020 | $2,694,000 | -42.2% | 10,453 | -27.8% | 0.38% | -27.0% |
| Q4 2019 | $4,662,000 | -19.8% | 14,484 | -26.0% | 0.51% | -22.5% |
| Q3 2019 | $5,811,000 | -19.6% | 19,581 | -20.6% | 0.66% | -22.2% |
| Q2 2019 | $7,230,000 | -11.9% | 24,676 | -15.1% | 0.85% | -20.7% |
| Q1 2019 | $8,209,000 | -7.1% | 29,059 | -17.8% | 1.07% | -20.0% |
| Q4 2018 | $8,834,000 | -24.1% | 35,347 | -11.8% | 1.34% | -4.9% |
| Q3 2018 | $11,646,000 | +4.9% | 40,060 | -2.1% | 1.41% | -2.6% |
| Q2 2018 | $11,101,000 | +1.9% | 40,922 | -1.1% | 1.45% | -5.8% |
| Q1 2018 | $10,890,000 | -2.7% | 41,384 | -1.3% | 1.54% | -2.6% |
| Q4 2017 | $11,191,000 | – | 41,937 | – | 1.58% | – |
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% |