SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,508 filers reported holding SPDR S&P 500 ETF TR in Q2 2020. The put-call ratio across all filers is 1.45 and the average weighting 3.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -45.5% | 43 | -42.7% | 0.01% | -73.8% |
| Q2 2023 | $33 | -91.6% | 75 | -92.2% | 0.04% | -90.6% |
| Q1 2023 | $392 | +95.0% | 958 | +81.8% | 0.45% | +59.8% |
| Q4 2022 | $201 | -96.0% | 527 | +3664.3% | 0.28% | +9266.7% |
| Q3 2022 | $5,000 | -96.8% | 14 | -96.6% | 0.00% | -97.4% |
| Q2 2022 | $156,000 | +205.9% | 417 | +262.6% | 0.12% | +134.7% |
| Q1 2022 | $51,000 | -81.7% | 115 | -80.5% | 0.05% | -67.3% |
| Q4 2021 | $279,000 | +580.5% | 590 | +496.0% | 0.15% | +689.5% |
| Q3 2021 | $41,000 | -91.6% | 99 | -91.3% | 0.02% | -90.2% |
| Q2 2021 | $487,000 | +178.3% | 1,140 | +157.3% | 0.19% | +198.5% |
| Q1 2021 | $175,000 | -83.7% | 443 | -84.5% | 0.06% | -77.7% |
| Q4 2020 | $1,071,000 | +1347.3% | 2,865 | +1184.8% | 0.29% | +841.9% |
| Q3 2020 | $74,000 | -70.2% | 223 | -72.4% | 0.03% | -78.5% |
| Q2 2020 | $248,000 | +96.8% | 807 | +63.7% | 0.14% | +51.6% |
| Q1 2020 | $126,000 | -87.0% | 493 | -83.7% | 0.10% | -68.4% |
| Q4 2019 | $972,000 | +191.0% | 3,024 | +168.3% | 0.30% | +195.1% |
| Q3 2019 | $334,000 | +45.9% | 1,127 | +43.8% | 0.10% | +50.0% |
| Q2 2019 | $229,000 | -83.6% | 784 | -84.2% | 0.07% | -85.8% |
| Q1 2019 | $1,398,000 | +11550.0% | 4,951 | +9802.0% | 0.48% | +11850.0% |
| Q4 2018 | $12,000 | -99.3% | 50 | -99.1% | 0.00% | -98.9% |
| Q3 2018 | $1,627,000 | -44.1% | 5,599 | -48.0% | 0.38% | -67.3% |
| Q2 2018 | $2,912,000 | – | 10,767 | – | 1.16% | – |
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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% |