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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $239,784 | +16.4% | 627 | +8.7% | 0.04% | +5.3% |
Q3 2022 | $206,000 | -5.5% | 577 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $218,000 | -16.5% | 577 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $261,000 | -4.7% | 577 | 0.0% | 0.04% | +5.6% |
Q4 2021 | $274,000 | +10.5% | 577 | 0.0% | 0.04% | +2.9% |
Q3 2021 | $248,000 | +0.4% | 577 | 0.0% | 0.04% | +2.9% |
Q2 2021 | $247,000 | +7.9% | 577 | 0.0% | 0.03% | +3.0% |
Q1 2021 | $229,000 | +6.0% | 577 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $216,000 | +2.4% | 577 | -20.6% | 0.03% | -8.3% |
Q3 2018 | $211,000 | – | 727 | – | 0.04% | – |
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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% |