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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $471,983 | +11.2% | 993 | 0.0% | 0.07% | -2.8% |
| Q3 2023 | $424,488 | +96374.5% | 993 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $440 | -2.0% | 993 | -9.5% | 0.07% | -11.1% |
| Q1 2023 | $449 | -100.0% | 1,097 | -96.8% | 0.08% | -96.9% |
| Q4 2022 | $13,056,155 | +4735.6% | 34,140 | +4415.9% | 2.65% | +3800.0% |
| Q3 2022 | $270,000 | -93.3% | 756 | -92.9% | 0.07% | -92.6% |
| Q2 2022 | $4,017,000 | +769.5% | 10,649 | +813.3% | 0.92% | +1083.3% |
| Q1 2021 | $462,000 | +6.0% | 1,166 | 0.0% | 0.08% | +8.3% |
| Q4 2020 | $436,000 | -60.0% | 1,166 | -64.1% | 0.07% | -63.1% |
| Q3 2020 | $1,089,000 | +6.7% | 3,252 | -1.8% | 0.20% | +4.3% |
| Q2 2020 | $1,021,000 | +31.2% | 3,313 | +9.7% | 0.19% | +20.6% |
| Q1 2020 | $778,000 | -20.0% | 3,020 | 0.0% | 0.16% | +1.3% |
| Q4 2019 | $972,000 | +8.0% | 3,020 | -0.4% | 0.15% | +4.1% |
| Q3 2019 | $900,000 | -2.0% | 3,033 | -3.2% | 0.15% | -5.2% |
| Q2 2019 | $918,000 | – | 3,132 | – | 0.16% | – |
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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% |