SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,647 filers reported holding SPDR S&P 500 ETF TR in Q2 2016. The put-call ratio across all filers is 1.57 and the average weighting 4.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $707,052 | -3.6% | 1,654 | 0.0% | 0.26% | -2.9% |
| Q2 2023 | $733,185 | +8.3% | 1,654 | 0.0% | 0.27% | +7.1% |
| Q1 2023 | $677,131 | +7.0% | 1,654 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $632,539 | +7.0% | 1,654 | 0.0% | 0.25% | +1.2% |
| Q3 2022 | $591,000 | -5.3% | 1,654 | 0.0% | 0.25% | +2.0% |
| Q2 2022 | $624,000 | -16.5% | 1,654 | 0.0% | 0.25% | -5.7% |
| Q1 2022 | $747,000 | -5.0% | 1,654 | 0.0% | 0.26% | -2.6% |
| Q4 2021 | $786,000 | +10.7% | 1,654 | 0.0% | 0.27% | +25.2% |
| Q3 2021 | $710,000 | +0.3% | 1,654 | 0.0% | 0.21% | +7.0% |
| Q2 2021 | $708,000 | +7.9% | 1,654 | 0.0% | 0.20% | +4.2% |
| Q1 2021 | $656,000 | +6.1% | 1,654 | 0.0% | 0.19% | -3.0% |
| Q4 2020 | $618,000 | +11.6% | 1,654 | 0.0% | 0.20% | +4.2% |
| Q3 2020 | $554,000 | +8.6% | 1,654 | 0.0% | 0.19% | -2.1% |
| Q2 2020 | $510,000 | +29.1% | 1,654 | +7.8% | 0.19% | +12.1% |
| Q1 2020 | $395,000 | -2.0% | 1,534 | +22.4% | 0.17% | +23.6% |
| Q4 2019 | $403,000 | +10.1% | 1,253 | +1.5% | 0.14% | +2.9% |
| Q3 2019 | $366,000 | +20.4% | 1,234 | -16.6% | 0.14% | -15.5% |
| Q1 2016 | $304,000 | +0.7% | 1,480 | 0.0% | 0.16% | -8.0% |
| Q4 2015 | $302,000 | +31.3% | 1,480 | +23.3% | 0.18% | +30.6% |
| Q3 2015 | $230,000 | – | 1,200 | – | 0.13% | – |
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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% |