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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $844,000 | -33.0% | 2,623 | -38.2% | 0.25% | -46.4% |
| Q3 2019 | $1,260,000 | -63.4% | 4,247 | -65.1% | 0.47% | -76.1% |
| Q1 2019 | $3,442,000 | -48.0% | 12,184 | -54.0% | 1.97% | +6.5% |
| Q4 2018 | $6,623,000 | +137.2% | 26,502 | +175.9% | 1.85% | +206.8% |
| Q3 2018 | $2,792,000 | -19.9% | 9,604 | -25.3% | 0.60% | -16.9% |
| Q2 2018 | $3,487,000 | -56.6% | 12,854 | -57.9% | 0.72% | -53.4% |
| Q1 2018 | $8,029,000 | +219.2% | 30,511 | +223.8% | 1.56% | +161.8% |
| Q4 2017 | $2,515,000 | +193.1% | 9,423 | +175.8% | 0.59% | +203.1% |
| Q3 2017 | $858,000 | +49.5% | 3,417 | +44.1% | 0.20% | +21.7% |
| Q2 2017 | $574,000 | +180.0% | 2,372 | +172.6% | 0.16% | +192.7% |
| Q1 2017 | $205,000 | -43.2% | 870 | -46.1% | 0.06% | -46.6% |
| Q4 2016 | $361,000 | -4.0% | 1,614 | -7.1% | 0.10% | -5.5% |
| Q3 2016 | $376,000 | +0.3% | 1,737 | -3.0% | 0.11% | -28.3% |
| Q2 2016 | $375,000 | – | 1,790 | – | 0.15% | – |
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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% |