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 | $2,669,875 | +30.7% | 7,592 | +27.5% | 0.43% | +31.7% |
| Q2 2023 | $2,042,955 | +32.9% | 5,956 | +16.7% | 0.32% | +24.5% |
| Q1 2023 | $1,537,398 | +0.4% | 5,102 | -4.6% | 0.26% | -5.4% |
| Q4 2022 | $1,530,629 | -41.6% | 5,349 | -38.4% | 0.28% | -40.3% |
| Q3 2022 | $2,619,000 | +11.7% | 8,678 | +1.1% | 0.46% | +8.5% |
| Q2 2022 | $2,344,000 | +29.3% | 8,580 | +49.3% | 0.43% | +23.8% |
| Q1 2022 | $1,813,000 | +3.0% | 5,748 | +13.8% | 0.34% | -13.1% |
| Q4 2021 | $1,760,000 | +115.2% | 5,052 | +55.4% | 0.40% | +80.8% |
| Q3 2021 | $818,000 | +5.0% | 3,252 | +78.7% | 0.22% | -9.5% |
| Q2 2021 | $779,000 | +6.7% | 1,820 | +3.7% | 0.24% | -20.4% |
| Q1 2021 | $730,000 | +54.3% | 1,755 | +38.6% | 0.30% | +41.4% |
| Q4 2020 | $473,000 | +17.4% | 1,266 | +5.9% | 0.22% | -2.7% |
| Q3 2020 | $403,000 | +10.7% | 1,196 | +2.0% | 0.22% | -3.1% |
| Q2 2020 | $364,000 | – | 1,173 | – | 0.23% | – |
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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% |