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 | $31,942,778 | -2.3% | 74,723 | +1.3% | 5.79% | +11.6% |
Q2 2023 | $32,683,948 | +10.5% | 73,732 | +2.0% | 5.19% | -5.5% |
Q1 2023 | $29,585,969 | +26.2% | 72,268 | +20.7% | 5.49% | +1.2% |
Q4 2022 | $23,449,188 | +32.1% | 59,897 | +20.5% | 5.42% | +6.2% |
Q3 2022 | $17,749,000 | +0.9% | 49,691 | +6.5% | 5.10% | +15.7% |
Q2 2022 | $17,599,000 | -20.1% | 46,650 | -4.3% | 4.41% | -16.0% |
Q1 2022 | $22,016,000 | +12.7% | 48,747 | +18.5% | 5.25% | +3.3% |
Q4 2021 | $19,538,000 | +21.9% | 41,135 | +10.3% | 5.08% | +6.1% |
Q3 2021 | $16,025,000 | +22.8% | 37,287 | +22.3% | 4.79% | +3.5% |
Q2 2021 | $13,050,000 | +35.5% | 30,486 | +25.4% | 4.62% | +0.1% |
Q1 2021 | $9,632,000 | +28.4% | 24,302 | +21.1% | 4.62% | +5.1% |
Q4 2020 | $7,503,000 | +36.1% | 20,069 | +21.9% | 4.40% | +6.0% |
Q3 2020 | $5,514,000 | +43.7% | 16,465 | +32.4% | 4.15% | +10.4% |
Q2 2020 | $3,836,000 | – | 12,439 | – | 3.76% | – |
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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% |