SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,508 filers reported holding SPDR S&P 500 ETF TR in Q2 2020. The put-call ratio across all filers is 1.45 and the average weighting 3.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,443,798 | +4.5% | 10,395 | +8.4% | 0.58% | +8.9% |
| Q2 2023 | $4,252,276 | +8.9% | 9,593 | +0.6% | 0.53% | +2.5% |
| Q1 2023 | $3,903,597 | +3.3% | 9,535 | -3.5% | 0.52% | -2.6% |
| Q4 2022 | $3,778,195 | +8.4% | 9,879 | +1.2% | 0.53% | -6.2% |
| Q3 2022 | $3,487,000 | -0.8% | 9,763 | +4.8% | 0.57% | +3.3% |
| Q2 2022 | $3,515,000 | -15.0% | 9,317 | +1.7% | 0.55% | -5.4% |
| Q1 2022 | $4,136,000 | -1.0% | 9,157 | +4.1% | 0.58% | -2.2% |
| Q4 2021 | $4,177,000 | +14.4% | 8,794 | +3.4% | 0.59% | +4.0% |
| Q3 2021 | $3,651,000 | +0.5% | 8,508 | +0.2% | 0.57% | -0.2% |
| Q2 2021 | $3,633,000 | +10.2% | 8,487 | +2.1% | 0.57% | +6.3% |
| Q1 2021 | $3,296,000 | +13.7% | 8,316 | +7.2% | 0.54% | +3.5% |
| Q4 2020 | $2,899,000 | +10.7% | 7,755 | -0.8% | 0.52% | +4.9% |
| Q3 2020 | $2,619,000 | -11.6% | 7,819 | -18.6% | 0.49% | -17.9% |
| Q2 2020 | $2,963,000 | – | 9,610 | – | 0.60% | – |
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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% |