SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,054 filers reported holding SPDR S&P 500 ETF TR in Q3 2018. The put-call ratio across all filers is 1.44 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,807 | -3.5% | 2,124 | +0.0% | 0.06% | 0.0% |
| Q2 2023 | $940,936 | +8.3% | 2,123 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $869,011 | +7.1% | 2,123 | +0.1% | 0.06% | +5.1% |
| Q4 2022 | $811,253 | +7.2% | 2,121 | +0.0% | 0.06% | 0.0% |
| Q3 2022 | $757,000 | -1.0% | 2,120 | +4.5% | 0.06% | +1.7% |
| Q2 2022 | $765,000 | -19.6% | 2,028 | -3.7% | 0.06% | -6.5% |
| Q1 2022 | $952,000 | -4.9% | 2,107 | 0.0% | 0.06% | +5.1% |
| Q4 2021 | $1,001,000 | +6.6% | 2,107 | -3.7% | 0.06% | +1.7% |
| Q3 2021 | $939,000 | +0.2% | 2,188 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $937,000 | +8.1% | 2,188 | 0.0% | 0.06% | +1.7% |
| Q1 2021 | $867,000 | +6.0% | 2,188 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $818,000 | +11.6% | 2,188 | 0.0% | 0.06% | -3.3% |
| Q3 2020 | $733,000 | +73.3% | 2,188 | +59.5% | 0.06% | +62.2% |
| Q2 2020 | $423,000 | +12.8% | 1,372 | -5.7% | 0.04% | -5.1% |
| Q1 2020 | $375,000 | -19.9% | 1,455 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $468,000 | +8.3% | 1,455 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $432,000 | +1.4% | 1,455 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $426,000 | -11.6% | 1,455 | -14.7% | 0.04% | -17.4% |
| Q1 2019 | $482,000 | +32.4% | 1,705 | +17.2% | 0.05% | +12.2% |
| Q4 2018 | $364,000 | -13.9% | 1,455 | 0.0% | 0.04% | +2.5% |
| Q3 2018 | $423,000 | +7.1% | 1,455 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $395,000 | +3.1% | 1,455 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $383,000 | – | 1,455 | – | 0.04% | – |
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% |