SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,546 filers reported holding SPDR S&P 500 ETF TR in Q4 2019. The put-call ratio across all filers is 1.59 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,000 | -16.7% | 605 | -13.7% | 0.60% | -10.1% |
| Q2 2023 | $311,000 | +6.9% | 701 | 0.0% | 0.67% | -61.1% |
| Q1 2023 | $291,000 | +17.8% | 701 | +34.8% | 1.73% | +253.6% |
| Q4 2021 | $247,000 | +10.8% | 520 | 0.0% | 0.49% | +19.3% |
| Q3 2021 | $223,000 | +0.5% | 520 | +0.2% | 0.41% | -8.1% |
| Q2 2021 | $222,000 | +7.8% | 519 | 0.0% | 0.45% | -3.0% |
| Q1 2021 | $206,000 | -21.7% | 519 | -39.2% | 0.46% | -12.7% |
| Q2 2020 | $263,000 | +19.5% | 854 | +0.2% | 0.53% | +12.6% |
| Q1 2020 | $220,000 | -53.0% | 852 | -41.4% | 0.47% | -49.6% |
| Q4 2019 | $468,000 | +8.6% | 1,454 | +0.1% | 0.93% | -1.9% |
| Q3 2019 | $431,000 | -22.2% | 1,453 | -23.2% | 0.95% | -30.0% |
| Q2 2019 | $554,000 | -8.1% | 1,891 | -8.9% | 1.35% | +30.8% |
| Q3 2018 | $603,000 | -4.0% | 2,075 | -10.4% | 1.03% | +1.6% |
| Q2 2018 | $628,000 | +3.6% | 2,316 | +0.7% | 1.02% | +8.9% |
| Q1 2018 | $606,000 | -1.8% | 2,301 | -0.5% | 0.94% | -9.9% |
| Q4 2017 | $617,000 | – | 2,312 | – | 1.04% | – |
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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% |