SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,138 filers reported holding SPDR S&P 500 ETF TR in Q2 2013. The put-call ratio across all filers is 1.51 and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $622,000 | -60.8% | 2,363 | -60.2% | 0.01% | -64.5% |
| Q4 2017 | $1,585,000 | -36.4% | 5,941 | -40.1% | 0.03% | -36.7% |
| Q3 2017 | $2,494,000 | +3.9% | 9,926 | 0.0% | 0.05% | +6.5% |
| Q2 2017 | $2,400,000 | -26.5% | 9,926 | -28.3% | 0.05% | -30.3% |
| Q1 2017 | $3,264,000 | -7.7% | 13,846 | -12.5% | 0.07% | -10.8% |
| Q4 2016 | $3,536,000 | +3.3% | 15,821 | 0.0% | 0.07% | +8.8% |
| Q3 2016 | $3,422,000 | -13.2% | 15,821 | -15.9% | 0.07% | -17.1% |
| Q2 2016 | $3,943,000 | +1.9% | 18,821 | 0.0% | 0.08% | +1.2% |
| Q1 2016 | $3,868,000 | -1.4% | 18,821 | -2.2% | 0.08% | 0.0% |
| Q4 2015 | $3,922,000 | -1.3% | 19,236 | -7.3% | 0.08% | -1.2% |
| Q3 2015 | $3,975,000 | -6.9% | 20,741 | 0.0% | 0.08% | +1.2% |
| Q2 2015 | $4,270,000 | -0.3% | 20,741 | 0.0% | 0.08% | +5.2% |
| Q1 2015 | $4,282,000 | +0.4% | 20,741 | 0.0% | 0.08% | -2.5% |
| Q4 2014 | $4,263,000 | +4.3% | 20,741 | 0.0% | 0.08% | -1.2% |
| Q3 2014 | $4,086,000 | +0.7% | 20,741 | 0.0% | 0.08% | +12.7% |
| Q2 2014 | $4,059,000 | +4.6% | 20,741 | 0.0% | 0.07% | +1.4% |
| Q1 2014 | $3,879,000 | -19.6% | 20,741 | -20.6% | 0.07% | -20.5% |
| Q4 2013 | $4,827,000 | +9.9% | 26,135 | 0.0% | 0.09% | -7.4% |
| Q3 2013 | $4,391,000 | +4.7% | 26,135 | 0.0% | 0.10% | -9.5% |
| Q2 2013 | $4,193,000 | – | 26,135 | – | 0.10% | – |
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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% |