SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,302 filers reported holding SPDR S&P 500 ETF TR in Q4 2018. The put-call ratio across all filers is 1.34 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,138,000 | -44.2% | 3,045 | -50.0% | 0.22% | -48.3% |
| Q3 2020 | $2,038,000 | +782.3% | 6,085 | +577.6% | 0.42% | +450.6% |
| Q1 2020 | $231,000 | -72.6% | 898 | -65.7% | 0.08% | -68.2% |
| Q4 2019 | $843,000 | +60.0% | 2,620 | +47.6% | 0.24% | +44.9% |
| Q3 2019 | $527,000 | +4.4% | 1,775 | +3.0% | 0.17% | +7.7% |
| Q2 2019 | $505,000 | -2.3% | 1,723 | -5.9% | 0.16% | -16.2% |
| Q1 2019 | $517,000 | +12.4% | 1,831 | -0.6% | 0.18% | -6.1% |
| Q4 2018 | $460,000 | +7.7% | 1,842 | +25.5% | 0.20% | +30.5% |
| Q3 2018 | $427,000 | +61.7% | 1,468 | +50.7% | 0.15% | +55.7% |
| Q2 2018 | $264,000 | +1.1% | 974 | -1.7% | 0.10% | -11.0% |
| Q1 2018 | $261,000 | – | 991 | – | 0.11% | – |
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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% |