SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,776 filers reported holding SPDR S&P 500 ETF TR in Q4 2016. The put-call ratio across all filers is 1.74 and the average weighting 4.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,274,000 | -53.1% | 5,405 | -55.6% | 0.61% | -54.9% |
| Q4 2016 | $2,718,000 | -1.1% | 12,160 | -4.3% | 1.36% | +1.3% |
| Q3 2016 | $2,749,000 | +3.0% | 12,710 | -0.2% | 1.34% | +13.1% |
| Q2 2016 | $2,668,000 | -12.8% | 12,735 | -14.4% | 1.18% | -14.2% |
| Q1 2016 | $3,059,000 | +5.8% | 14,885 | +5.0% | 1.38% | -3.5% |
| Q4 2015 | $2,890,000 | +3.8% | 14,175 | -2.4% | 1.43% | -4.2% |
| Q3 2015 | $2,783,000 | -5.3% | 14,525 | +1.7% | 1.49% | +6.2% |
| Q2 2015 | $2,939,000 | -3.5% | 14,278 | -3.2% | 1.40% | -6.8% |
| Q1 2015 | $3,045,000 | +7.7% | 14,750 | +7.3% | 1.50% | +11.0% |
| Q4 2014 | $2,826,000 | -7.3% | 13,750 | -11.1% | 1.36% | -6.0% |
| Q3 2014 | $3,049,000 | +0.7% | 15,475 | 0.0% | 1.44% | +1.1% |
| Q2 2014 | $3,029,000 | +29.4% | 15,475 | +23.7% | 1.43% | +21.4% |
| Q1 2014 | $2,340,000 | +46.4% | 12,515 | +44.7% | 1.18% | +36.9% |
| Q4 2013 | $1,598,000 | – | 8,650 | – | 0.86% | – |
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% |