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 2021 | $49,368,000 | +1.4% | 125,304 | -0.1% | 3.30% | +0.9% |
| Q2 2021 | $48,709,000 | +11.5% | 125,442 | +2.0% | 3.28% | +2.6% |
| Q1 2021 | $43,699,000 | +9.9% | 122,954 | +15.3% | 3.20% | +4.7% |
| Q4 2020 | $39,780,000 | +24.2% | 106,599 | +18.0% | 3.05% | +9.1% |
| Q3 2020 | $32,017,000 | +9.8% | 90,302 | -5.8% | 2.80% | -0.4% |
| Q2 2020 | $29,168,000 | +17.5% | 95,856 | -0.5% | 2.81% | -1.5% |
| Q1 2020 | $24,825,000 | -43.0% | 96,312 | -32.6% | 2.85% | -30.0% |
| Q4 2019 | $43,547,000 | +12.8% | 142,878 | +9.8% | 4.07% | -1.1% |
| Q3 2019 | $38,618,000 | -1.4% | 130,128 | -18.0% | 4.12% | +1.0% |
| Q2 2019 | $39,180,000 | +2.4% | 158,668 | +17.2% | 4.08% | -2.2% |
| Q1 2019 | $38,245,000 | +14.8% | 135,389 | +1.5% | 4.17% | +0.8% |
| Q4 2018 | $33,321,000 | – | 133,325 | – | 4.14% | – |
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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% |