SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,252 filers reported holding SPDR S&P 500 ETF TR in Q1 2019. The put-call ratio across all filers is 1.69 and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $296,998 | +8.3% | 670 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $274,292 | +3.5% | 670 | -3.3% | 0.05% | -2.0% |
| Q4 2022 | $265,024 | -4.7% | 693 | -10.9% | 0.05% | -10.5% |
| Q3 2022 | $278,000 | +6.5% | 778 | +12.3% | 0.06% | +16.3% |
| Q2 2022 | $261,000 | -25.4% | 693 | -10.6% | 0.05% | -15.5% |
| Q1 2022 | $350,000 | -4.6% | 775 | +0.4% | 0.06% | +5.5% |
| Q4 2021 | $367,000 | +8.3% | 772 | -2.3% | 0.06% | 0.0% |
| Q3 2021 | $339,000 | +0.3% | 790 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $338,000 | +8.0% | 790 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $313,000 | +6.1% | 790 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $295,000 | +7.3% | 790 | -3.9% | 0.06% | -5.2% |
| Q3 2020 | $275,000 | +8.7% | 822 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $253,000 | -9.0% | 822 | -23.7% | 0.06% | -21.6% |
| Q1 2020 | $278,000 | -6.1% | 1,077 | +17.1% | 0.07% | +7.2% |
| Q4 2019 | $296,000 | +1.4% | 920 | -21.3% | 0.07% | -25.0% |
| Q4 2018 | $292,000 | – | 1,169 | – | 0.09% | – |
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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% |