SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,270 filers reported holding SPDR S&P 500 ETF TR in Q2 2019. The put-call ratio across all filers is 1.42 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $353,000 | +8.6% | 1,054 | 0.0% | 26.60% | -54.4% |
| Q2 2020 | $325,000 | +19.5% | 1,054 | 0.0% | 58.35% | -18.3% |
| Q1 2020 | $272,000 | -10.2% | 1,054 | +11.9% | 71.39% | +278.2% |
| Q4 2019 | $303,000 | +8.2% | 942 | 0.0% | 18.88% | +3320.1% |
| Q3 2019 | $280,000 | +1.4% | 942 | 0.0% | 0.55% | +184.5% |
| Q2 2019 | $276,000 | +3.8% | 942 | 0.0% | 0.19% | +3.7% |
| Q1 2019 | $266,000 | +22.0% | 942 | +8.0% | 0.19% | +8.7% |
| Q4 2018 | $218,000 | -14.2% | 872 | 0.0% | 0.17% | +3.6% |
| Q3 2018 | $254,000 | +7.2% | 872 | 0.0% | 0.17% | +5.7% |
| Q2 2018 | $237,000 | +3.5% | 872 | 0.0% | 0.16% | -4.3% |
| Q1 2018 | $229,000 | -3.4% | 872 | -1.9% | 0.16% | -19.2% |
| Q4 2017 | $237,000 | +1085.0% | 889 | +693.8% | 0.20% | +1461.5% |
| Q4 2013 | $20,000 | +5.3% | 112 | 0.0% | 0.01% | +8.3% |
| Q3 2013 | $19,000 | +58.3% | 112 | +45.5% | 0.01% | +100.0% |
| Q2 2013 | $12,000 | 0.0% | 77 | 0.0% | 0.01% | +50.0% |
| Q1 2013 | $12,000 | -93.4% | 77 | -94.0% | 0.00% | -94.4% |
| Q4 2012 | $182,000 | -1.1% | 1,277 | 0.0% | 0.07% | -1.4% |
| Q3 2012 | $184,000 | +5.7% | 1,277 | 0.0% | 0.07% | -13.1% |
| Q2 2012 | $174,000 | -3.3% | 1,277 | 0.0% | 0.08% | 0.0% |
| Q1 2012 | $180,000 | +111.8% | 1,277 | +88.6% | 0.08% | +13.5% |
| Q4 2011 | $85,000 | +25.0% | 677 | +12.8% | 0.07% | +45.1% |
| Q3 2011 | $68,000 | -13.9% | 600 | 0.0% | 0.05% | +2.0% |
| Q2 2011 | $79,000 | – | 600 | – | 0.05% | – |
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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% |