SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,571 filers reported holding SPDR S&P 500 ETF TR in Q4 2014. The put-call ratio across all filers is 2.09 and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $190,344,000 | +156.6% | 880 | -7.4% | 0.13% | +173.9% |
| Q2 2016 | $74,175,000 | -78.5% | 950 | -58.7% | 0.05% | -80.6% |
| Q1 2016 | $344,508,000 | +216.6% | 2,300 | +475.0% | 0.24% | -74.7% |
| Q4 2015 | $108,800,000 | -97.9% | 400 | -98.5% | 0.94% | -59.8% |
| Q3 2015 | $5,162,780,000 | +851.3% | 26,907 | +1078.6% | 2.33% | +755.1% |
| Q2 2015 | $542,736,000 | -15.3% | 2,283 | +51.8% | 0.27% | -57.0% |
| Q1 2015 | $641,075,000 | +3.3% | 1,504 | -19.8% | 0.63% | -42.6% |
| Q4 2014 | $620,303,000 | -65.6% | 1,875 | -79.7% | 1.10% | -13.3% |
| Q3 2014 | $1,805,345,000 | +234.6% | 9,243 | +55.2% | 1.27% | +128.6% |
| Q2 2014 | $539,475,000 | +41270.8% | 5,955 | -26.1% | 0.56% | -13.1% |
| Q1 2014 | $1,304,000 | -95.5% | 8,061 | -94.9% | 0.64% | -96.4% |
| Q4 2013 | $29,163,000 | +7.6% | 157,900 | -2.1% | 17.74% | +64.2% |
| Q3 2013 | $27,091,000 | +186.3% | 161,250 | +173.3% | 10.80% | +204.5% |
| Q2 2013 | $9,464,000 | – | 59,000 | – | 3.55% | – |
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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% |