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 | $663,630 | -7.4% | 1,552 | -4.0% | 0.17% | -8.5% |
Q2 2023 | $716,670 | +6.1% | 1,617 | -92.8% | 0.19% | +0.5% |
Q1 2023 | $675,476 | +1.9% | 22,529 | +1200.0% | 0.19% | -2.6% |
Q4 2022 | $662,840 | -12.9% | 1,733 | -18.7% | 0.19% | -15.0% |
Q3 2022 | $761,000 | +16.5% | 2,131 | +23.1% | 0.23% | +16.4% |
Q2 2022 | $653,000 | -16.4% | 1,731 | +0.1% | 0.20% | -5.3% |
Q1 2022 | $781,000 | -4.5% | 1,729 | +0.4% | 0.21% | -3.7% |
Q4 2021 | $818,000 | +11.9% | 1,722 | +1.1% | 0.21% | +0.9% |
Q3 2021 | $731,000 | +0.3% | 1,703 | +0.1% | 0.21% | +5.0% |
Q2 2021 | $729,000 | +11.3% | 1,702 | +2.9% | 0.20% | +12.8% |
Q1 2021 | $655,000 | +6.0% | 1,654 | 0.0% | 0.18% | -1.6% |
Q4 2020 | $618,000 | +15.1% | 1,654 | +1.7% | 0.18% | +5.8% |
Q3 2020 | $537,000 | – | 1,627 | – | 0.17% | – |
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% |