SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,021 filers reported holding SPDR S&P 500 ETF TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $708,000 | +79.2% | 2,200 | +61.8% | 0.91% | +128.1% |
| Q3 2018 | $395,000 | -92.7% | 1,360 | -93.4% | 0.40% | -94.7% |
| Q1 2018 | $5,400,000 | +229.1% | 20,520 | +233.7% | 7.51% | +387.9% |
| Q4 2017 | $1,641,000 | -29.4% | 6,150 | -33.5% | 1.54% | -37.2% |
| Q3 2017 | $2,324,000 | -65.8% | 9,250 | -67.1% | 2.45% | -66.4% |
| Q2 2017 | $6,799,000 | -79.9% | 28,120 | -80.4% | 7.30% | -77.8% |
| Q1 2017 | $33,789,000 | -6.2% | 143,330 | -11.1% | 32.88% | +0.5% |
| Q4 2016 | $36,020,000 | +492.3% | 161,140 | +444.6% | 32.70% | +250.4% |
| Q1 2016 | $6,081,000 | +492.7% | 29,590 | +493.0% | 9.33% | +892.9% |
| Q4 2014 | $1,026,000 | -81.1% | 4,990 | -81.9% | 0.94% | -85.2% |
| Q3 2014 | $5,418,000 | +29.6% | 27,500 | +23.0% | 6.36% | -8.7% |
| Q1 2014 | $4,182,000 | -91.0% | 22,360 | -91.1% | 6.97% | -78.3% |
| Q4 2013 | $46,222,000 | +201.7% | 250,270 | +162.0% | 32.09% | +114.3% |
| Q2 2013 | $15,322,000 | +1433.7% | 95,510 | +1262.1% | 14.97% | +1655.1% |
| Q4 2012 | $999,000 | – | 7,012 | – | 0.85% | – |
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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% |