SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,378 filers reported holding SPDR S&P 500 ETF TR in Q3 2014. The put-call ratio across all filers is 2.72 and the average weighting 5.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $42,006,000 | +35.0% | 204,375 | +29.4% | 0.74% | +29.0% |
| Q3 2014 | $31,114,000 | +6.4% | 157,901 | +5.7% | 0.58% | +9.7% |
| Q2 2014 | $29,248,000 | +59.4% | 149,422 | +52.3% | 0.52% | +49.3% |
| Q1 2014 | $18,346,000 | -47.2% | 98,120 | -47.8% | 0.35% | -38.4% |
| Q4 2013 | $34,722,000 | +24.5% | 188,012 | +13.2% | 0.57% | +7.8% |
| Q3 2013 | $27,897,000 | +6.7% | 166,033 | +1.9% | 0.53% | -5.4% |
| Q2 2013 | $26,152,000 | – | 163,015 | – | 0.56% | – |
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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% |