SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,154 filers reported holding SPDR S&P 500 ETF TR in Q3 2013. The put-call ratio across all filers is 1.77 and the average weighting 4.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,501,000 | +23.0% | 3,161 | +11.2% | 0.11% | +6.7% |
| Q3 2021 | $1,220,000 | +0.4% | 2,843 | +0.1% | 0.10% | +6.1% |
| Q2 2021 | $1,215,000 | +6.0% | 2,839 | -1.8% | 0.10% | -3.0% |
| Q1 2021 | $1,146,000 | +10.2% | 2,891 | +3.9% | 0.10% | +4.1% |
| Q4 2020 | $1,040,000 | +30.7% | 2,782 | +17.1% | 0.10% | +14.1% |
| Q3 2020 | $796,000 | +8.2% | 2,376 | -0.4% | 0.08% | -2.3% |
| Q2 2020 | $736,000 | +20.1% | 2,386 | +0.3% | 0.09% | -2.2% |
| Q1 2020 | $613,000 | -18.3% | 2,379 | +2.1% | 0.09% | +4.7% |
| Q4 2019 | $750,000 | +9.3% | 2,329 | +0.8% | 0.08% | +1.2% |
| Q3 2019 | $686,000 | -6.8% | 2,310 | -8.0% | 0.08% | -8.7% |
| Q2 2019 | $736,000 | +6.8% | 2,512 | +3.0% | 0.09% | +3.4% |
| Q1 2019 | $689,000 | +11.0% | 2,438 | -1.9% | 0.09% | -2.2% |
| Q4 2018 | $621,000 | -11.7% | 2,485 | +2.7% | 0.09% | -2.2% |
| Q3 2018 | $703,000 | +17.2% | 2,419 | +9.4% | 0.09% | +9.4% |
| Q2 2018 | $600,000 | +6.0% | 2,212 | +2.9% | 0.08% | +7.6% |
| Q1 2018 | $566,000 | -36.5% | 2,149 | -35.7% | 0.08% | -37.8% |
| Q4 2017 | $892,000 | +44.6% | 3,343 | +36.1% | 0.13% | +38.0% |
| Q3 2017 | $617,000 | +6.4% | 2,457 | +2.5% | 0.09% | +3.4% |
| Q2 2017 | $580,000 | +17.6% | 2,397 | +14.6% | 0.09% | +12.7% |
| Q1 2017 | $493,000 | +8.4% | 2,091 | +2.8% | 0.08% | 0.0% |
| Q4 2016 | $455,000 | +12.6% | 2,035 | +8.8% | 0.08% | +9.7% |
| Q3 2016 | $404,000 | -4.3% | 1,870 | -7.1% | 0.07% | -6.5% |
| Q2 2016 | $422,000 | -4.7% | 2,013 | -6.6% | 0.08% | +1.3% |
| Q1 2016 | $443,000 | +6.7% | 2,156 | +5.9% | 0.08% | +4.1% |
| Q4 2015 | $415,000 | +17.2% | 2,036 | +10.4% | 0.07% | +14.1% |
| Q3 2015 | $354,000 | -11.7% | 1,845 | -5.2% | 0.06% | -7.2% |
| Q2 2015 | $401,000 | +4.4% | 1,946 | +4.6% | 0.07% | +1.5% |
| Q1 2015 | $384,000 | -10.1% | 1,861 | -10.4% | 0.07% | -33.3% |
| Q4 2014 | $427,000 | +33.9% | 2,076 | +28.3% | 0.10% | +32.5% |
| Q3 2014 | $319,000 | -9.4% | 1,618 | -9.5% | 0.08% | -7.2% |
| Q2 2014 | $352,000 | +7.0% | 1,788 | +1.7% | 0.08% | +6.4% |
| Q1 2014 | $329,000 | +10.4% | 1,758 | +8.9% | 0.08% | +6.8% |
| Q4 2013 | $298,000 | +11.2% | 1,615 | +2.1% | 0.07% | -2.7% |
| Q3 2013 | $268,000 | +176.3% | 1,582 | +163.2% | 0.08% | +158.6% |
| Q2 2013 | $97,000 | – | 601 | – | 0.03% | – |
Download | ||||||
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% |