SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,521 filers reported holding SPDR S&P 500 ETF TR in Q1 2015. The put-call ratio across all filers is 2.03 and the average weighting 4.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,784,990 | +643.4% | 41,000 | +720.0% | 2.08% | +272.9% |
| Q1 2022 | $2,258,000 | +470.2% | 5,000 | +400.0% | 0.56% | +104.0% |
| Q1 2021 | $396,000 | -97.4% | 1,000 | -97.5% | 0.27% | -97.4% |
| Q4 2020 | $14,955,000 | +94.0% | 40,000 | +60.0% | 10.39% | +11.8% |
| Q2 2020 | $7,709,000 | +31.6% | 25,000 | +25.0% | 9.30% | +15.0% |
| Q2 2019 | $5,860,000 | +21.2% | 20,000 | 0.0% | 8.08% | +45.9% |
| Q2 2017 | $4,836,000 | -92.2% | 20,000 | -93.3% | 5.54% | -72.5% |
| Q4 2014 | $61,662,000 | – | 300,000 | – | 20.17% | – |
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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% |