SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,775 filers reported holding SPDR S&P 500 ETF TR in Q1 2017. The put-call ratio across all filers is 1.83 and the average weighting 4.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,984 | +53.1% | 4,641 | +58.8% | 0.02% | +66.7% |
| Q2 2023 | $1,296 | -83.4% | 2,923 | -84.7% | 0.01% | -84.0% |
| Q1 2023 | $7,800 | -3.6% | 19,053 | -9.9% | 0.08% | -8.5% |
| Q4 2022 | $8,088 | -99.6% | 21,149 | +307.8% | 0.08% | +310.0% |
| Q3 2022 | $1,852,000 | -46.6% | 5,186 | -43.6% | 0.02% | -45.9% |
| Q2 2022 | $3,470,000 | +10415.2% | 9,199 | +12501.4% | 0.04% | – |
| Q1 2022 | $33,000 | -91.5% | 73 | -91.0% | 0.00% | -100.0% |
| Q4 2021 | $386,000 | +6333.3% | 813 | +5707.1% | 0.00% | – |
| Q2 2021 | $6,000 | -96.2% | 14 | -97.7% | 0.00% | -100.0% |
| Q1 2020 | $157,000 | -82.4% | 611 | -78.0% | 0.00% | -75.0% |
| Q4 2019 | $894,000 | -87.3% | 2,778 | -90.1% | 0.01% | -91.4% |
| Q4 2018 | $7,020,000 | +480.2% | 28,090 | +418.8% | 0.14% | +479.2% |
| Q4 2016 | $1,210,000 | -89.6% | 5,414 | -90.5% | 0.02% | -91.2% |
| Q4 2015 | $11,629,000 | +672.7% | 57,040 | +679.1% | 0.27% | +658.3% |
| Q4 2014 | $1,505,000 | +382.4% | 7,321 | +333.7% | 0.04% | +350.0% |
| Q4 2013 | $312,000 | – | 1,688 | – | 0.01% | – |
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% |