SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,533 filers reported holding SPDR S&P 500 ETF TR in Q3 2015. The put-call ratio across all filers is 1.70 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $509,000 | -40.9% | 2,275 | -42.9% | 0.82% | -43.3% |
| Q3 2016 | $861,000 | -24.5% | 3,981 | -26.9% | 1.45% | -27.0% |
| Q2 2016 | $1,141,000 | +115.7% | 5,445 | +111.5% | 1.98% | +398.0% |
| Q1 2016 | $529,000 | -53.7% | 2,575 | -54.0% | 0.40% | -55.3% |
| Q4 2015 | $1,142,000 | +6.4% | 5,600 | 0.0% | 0.89% | +3.1% |
| Q3 2015 | $1,073,000 | -26.6% | 5,600 | -21.1% | 0.86% | -19.6% |
| Q2 2015 | $1,462,000 | +20785.7% | 7,100 | +19622.2% | 1.07% | +17800.0% |
| Q2 2014 | $7,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $7,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $7,000 | -93.1% | 36 | -94.0% | 0.01% | -93.5% |
| Q3 2013 | $101,000 | -99.0% | 601 | -99.0% | 0.09% | -99.0% |
| Q2 2013 | $9,835,000 | – | 61,306 | – | 9.68% | – |
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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% |