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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $407,000 | -55.1% | 1,630 | -52.1% | 0.02% | -45.7% |
| Q4 2017 | $907,000 | -83.1% | 3,400 | -84.7% | 0.04% | -84.4% |
| Q2 2017 | $5,375,000 | +160.9% | 22,230 | +141.2% | 0.22% | +143.5% |
| Q4 2016 | $2,060,000 | +42.0% | 9,215 | +29.5% | 0.09% | +17.9% |
| Q4 2015 | $1,451,000 | -35.5% | 7,115 | -35.0% | 0.08% | -38.1% |
| Q4 2014 | $2,249,000 | – | 10,940 | – | 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% |