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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256 | -8.9% | 599 | -5.7% | 0.08% | -10.0% |
| Q2 2023 | $281 | -46.0% | 635 | -50.0% | 0.09% | +1.1% |
| Q1 2023 | $520 | +13.5% | 1,270 | +6.0% | 0.09% | +2.3% |
| Q4 2022 | $458 | -99.9% | 1,198 | 0.0% | 0.09% | -3.3% |
| Q3 2022 | $428,000 | -5.3% | 1,198 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $452,000 | +66.8% | 1,198 | +100.0% | 0.09% | 0.0% |
| Q1 2022 | $271,000 | -4.9% | 599 | 0.0% | 0.09% | -5.3% |
| Q4 2021 | $285,000 | -31.8% | 599 | -38.6% | 0.10% | -35.4% |
| Q3 2021 | $418,000 | +63.3% | 975 | +62.8% | 0.15% | +48.5% |
| Q2 2021 | $256,000 | +8.0% | 599 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $237,000 | -21.8% | 599 | -50.6% | 0.10% | -55.2% |
| Q4 2018 | $303,000 | -65.6% | 1,212 | -71.7% | 0.22% | -21.2% |
| Q4 2014 | $880,000 | – | 4,283 | – | 0.28% | – |
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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% |