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 | $1,079,204 | +14.0% | 2,729 | +2.9% | 0.67% | +11.4% |
| Q3 2022 | $947,000 | -28.7% | 2,651 | -18.6% | 0.60% | -21.0% |
| Q2 2022 | $1,328,000 | -3.9% | 3,255 | +6.4% | 0.76% | +6.0% |
| Q1 2022 | $1,382,000 | -76.6% | 3,060 | -77.3% | 0.71% | -80.2% |
| Q4 2021 | $5,898,000 | +337.5% | 13,467 | +358.8% | 3.60% | +382.6% |
| Q3 2021 | $1,348,000 | +1.2% | 2,935 | -2.6% | 0.75% | -0.8% |
| Q2 2021 | $1,332,000 | +19.6% | 3,012 | +7.1% | 0.75% | +4.6% |
| Q1 2021 | $1,114,000 | +1.5% | 2,812 | -4.1% | 0.72% | +4.4% |
| Q4 2020 | $1,097,000 | +15.7% | 2,933 | +3.6% | 0.69% | +2.5% |
| Q3 2020 | $948,000 | +285.4% | 2,831 | +236.6% | 0.67% | +224.6% |
| Q2 2019 | $246,000 | -46.1% | 841 | -47.9% | 0.21% | -50.7% |
| Q1 2019 | $456,000 | -85.3% | 1,613 | -87.0% | 0.42% | -87.6% |
| Q4 2018 | $3,092,000 | +557.9% | 12,373 | +601.8% | 3.39% | +728.9% |
| Q4 2017 | $470,000 | – | 1,763 | – | 0.41% | – |
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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% |