SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,356 filers reported holding SPDR S&P 500 ETF TR in Q2 2014. The put-call ratio across all filers is 2.24 and the average weighting 5.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735,266 | -3.6% | 1,720 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $762,442 | -5.3% | 1,720 | -34.1% | 0.01% | +16.7% |
| Q2 2020 | $805,000 | -61.0% | 2,610 | -72.7% | 0.01% | -36.8% |
| Q3 2016 | $2,066,000 | +29.8% | 9,550 | +25.7% | 0.02% | +26.7% |
| Q2 2016 | $1,592,000 | -1.9% | 7,600 | -3.7% | 0.02% | -6.2% |
| Q1 2016 | $1,623,000 | +96.7% | 7,895 | +95.2% | 0.02% | +77.8% |
| Q4 2015 | $825,000 | -32.9% | 4,045 | -32.2% | 0.01% | -18.2% |
| Q2 2015 | $1,229,000 | -55.2% | 5,970 | -55.1% | 0.01% | -57.7% |
| Q1 2015 | $2,742,000 | +13.7% | 13,285 | +13.2% | 0.03% | +23.8% |
| Q4 2014 | $2,412,000 | +6.8% | 11,735 | +2.4% | 0.02% | +10.5% |
| Q3 2014 | $2,258,000 | +70.3% | 11,460 | +69.2% | 0.02% | +72.7% |
| Q2 2014 | $1,326,000 | -6.1% | 6,775 | -10.3% | 0.01% | -8.3% |
| Q1 2014 | $1,412,000 | -2.6% | 7,550 | -3.8% | 0.01% | 0.0% |
| Q4 2013 | $1,450,000 | -11.7% | 7,850 | -19.7% | 0.01% | -14.3% |
| Q3 2013 | $1,642,000 | -51.2% | 9,775 | -53.4% | 0.01% | -56.2% |
| Q2 2013 | $3,365,000 | – | 20,975 | – | 0.03% | – |
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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% |