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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,266,000 | 0.0% | 4,266 | -60.4% | 3.28% | +19.3% |
| Q1 2021 | $4,266,000 | +7.1% | 10,763 | +1.1% | 2.75% | -4.7% |
| Q4 2020 | $3,982,000 | +13.3% | 10,649 | +1.4% | 2.89% | -15.7% |
| Q3 2020 | $3,515,000 | +0.2% | 10,497 | -7.7% | 3.43% | -4.1% |
| Q2 2020 | $3,507,000 | +20.9% | 11,374 | +1.1% | 3.57% | +18.7% |
| Q1 2020 | $2,900,000 | -29.9% | 11,249 | -12.5% | 3.01% | -12.8% |
| Q4 2019 | $4,138,000 | +7.2% | 12,855 | -1.2% | 3.45% | -1.2% |
| Q3 2019 | $3,861,000 | -0.8% | 13,008 | -2.1% | 3.49% | -16.1% |
| Q2 2019 | $3,893,000 | +14.4% | 13,288 | +10.3% | 4.16% | -3.3% |
| Q1 2019 | $3,402,000 | +99.9% | 12,043 | +95.6% | 4.30% | +59.0% |
| Q4 2018 | $1,702,000 | – | 6,156 | – | 2.71% | – |
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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% |