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 | $757,024 | -8.8% | 1,771 | -5.4% | 0.66% | +13.9% |
| Q2 2023 | $829,847 | +54.4% | 1,872 | +42.6% | 0.58% | +26.1% |
| Q1 2023 | $537,450 | +3.2% | 1,313 | -3.6% | 0.46% | +5.6% |
| Q4 2022 | $520,687 | +7.6% | 1,362 | +0.4% | 0.43% | -16.1% |
| Q3 2022 | $484,000 | -7.3% | 1,356 | -2.0% | 0.52% | +26.5% |
| Q2 2022 | $522,000 | -12.3% | 1,383 | -88.6% | 0.41% | +3.0% |
| Q3 2021 | $595,000 | -13.1% | 12,113 | +659.0% | 0.40% | -5.3% |
| Q2 2021 | $685,000 | +3.5% | 1,596 | -9.8% | 0.42% | -24.2% |
| Q4 2020 | $662,000 | -28.4% | 1,770 | -40.9% | 0.55% | -35.1% |
| Q3 2020 | $924,000 | 0.0% | 2,995 | 0.0% | 0.85% | 0.0% |
| Q2 2020 | $924,000 | -99.9% | 2,995 | +2.4% | 0.85% | +25.3% |
| Q1 2020 | $737,098,000 | +4.7% | 2,926 | -99.2% | 0.68% | +10.8% |
| Q4 2019 | $704,171,000 | +100352.4% | 368,565 | +23647.7% | 0.61% | +55.9% |
| Q1 1987 | $701,000 | – | 1,552 | – | 0.39% | – |
Download | ||||||
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% |