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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,445 | -13.5% | 477 | -20.1% | 0.02% | -18.5% |
| Q1 2023 | $244,406 | +7.0% | 597 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $228,311 | +7.2% | 597 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $213,000 | -5.3% | 597 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $225,000 | -36.8% | 597 | -24.3% | 0.03% | -28.9% |
| Q1 2022 | $356,000 | -18.0% | 789 | -13.7% | 0.04% | -15.6% |
| Q4 2021 | $434,000 | -6.3% | 914 | -15.4% | 0.04% | -13.5% |
| Q3 2021 | $463,000 | -0.2% | 1,080 | -0.3% | 0.05% | -3.7% |
| Q2 2021 | $464,000 | +0.9% | 1,083 | -6.7% | 0.05% | -3.6% |
| Q1 2021 | $460,000 | -28.7% | 1,161 | -32.7% | 0.06% | -31.7% |
| Q4 2020 | $645,000 | +11.6% | 1,726 | 0.0% | 0.08% | +1.2% |
| Q3 2020 | $578,000 | -18.0% | 1,726 | -24.5% | 0.08% | -24.3% |
| Q2 2020 | $705,000 | -9.4% | 2,286 | -24.3% | 0.11% | -20.7% |
| Q1 2020 | $778,000 | -49.9% | 3,020 | -37.4% | 0.14% | -35.1% |
| Q4 2019 | $1,552,000 | +8.5% | 4,822 | 0.0% | 0.21% | +0.5% |
| Q3 2019 | $1,431,000 | +1.3% | 4,822 | 0.0% | 0.21% | +1.0% |
| Q2 2019 | $1,413,000 | +3.7% | 4,822 | 0.0% | 0.20% | +2.5% |
| Q1 2019 | $1,362,000 | +13.0% | 4,822 | 0.0% | 0.20% | -2.4% |
| Q4 2018 | $1,205,000 | – | 4,822 | – | 0.20% | – |
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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% |