SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,273 filers reported holding SPDR S&P 500 ETF TR in Q3 2019. The put-call ratio across all filers is 1.64 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,695 | -46.5% | 500 | -50.0% | 0.05% | -50.0% |
| Q4 2022 | $382,430 | +7.1% | 1,000 | 0.0% | 0.09% | -6.9% |
| Q3 2022 | $357,000 | -5.3% | 1,000 | 0.0% | 0.10% | +8.6% |
| Q2 2022 | $377,000 | -16.6% | 1,000 | 0.0% | 0.09% | -4.1% |
| Q1 2022 | $452,000 | -4.8% | 1,000 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $475,000 | +10.7% | 1,000 | 0.0% | 0.10% | +5.3% |
| Q3 2021 | $429,000 | +0.2% | 1,000 | 0.0% | 0.09% | +3.3% |
| Q2 2021 | $428,000 | +8.1% | 1,000 | 0.0% | 0.09% | +2.2% |
| Q1 2021 | $396,000 | +5.9% | 1,000 | 0.0% | 0.09% | -12.7% |
| Q4 2020 | $374,000 | +11.6% | 1,000 | 0.0% | 0.10% | -2.9% |
| Q3 2020 | $335,000 | +8.8% | 1,000 | 0.0% | 0.10% | +1.9% |
| Q2 2020 | $308,000 | +19.4% | 1,000 | 0.0% | 0.10% | +9.6% |
| Q1 2020 | $258,000 | -40.7% | 1,000 | -25.9% | 0.09% | -15.3% |
| Q4 2019 | $435,000 | +8.5% | 1,350 | 0.0% | 0.11% | +0.9% |
| Q3 2019 | $401,000 | +1.3% | 1,350 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $396,000 | -19.8% | 1,350 | -22.9% | 0.11% | -19.9% |
| Q1 2019 | $494,000 | -1.2% | 1,750 | -12.5% | 0.14% | -12.3% |
| Q4 2018 | $500,000 | -13.9% | 2,000 | 0.0% | 0.16% | +4.7% |
| Q3 2018 | $581,000 | – | 2,000 | – | 0.15% | – |
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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% |