SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,021 filers reported holding SPDR S&P 500 ETF TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $34,861,000 | -36.7% | 130,635 | -40.4% | 100.00% | 0.0% |
| Q3 2017 | $55,104,000 | -33.9% | 219,335 | -36.4% | 100.00% | 0.0% |
| Q2 2017 | $83,357,000 | +2.6% | 344,735 | 0.0% | 100.00% | 0.0% |
| Q1 2017 | $81,268,000 | -19.4% | 344,735 | -23.6% | 100.00% | 0.0% |
| Q4 2016 | $100,865,000 | +3.7% | 451,235 | +0.3% | 100.00% | 0.0% |
| Q3 2016 | $97,299,000 | -10.1% | 449,835 | -13.0% | 100.00% | 0.0% |
| Q2 2016 | $108,264,000 | -6.2% | 516,835 | -8.0% | 100.00% | 0.0% |
| Q1 2016 | $115,427,000 | +0.8% | 561,635 | 0.0% | 100.00% | 0.0% |
| Q4 2015 | $114,501,000 | -17.0% | 561,635 | -22.0% | 100.00% | 0.0% |
| Q3 2015 | $137,983,000 | -23.0% | 720,051 | -17.2% | 100.00% | 0.0% |
| Q2 2015 | $179,102,000 | -11.4% | 870,062 | -11.2% | 100.00% | +5.6% |
| Q1 2015 | $202,259,000 | -10.0% | 979,796 | -10.4% | 94.74% | +6.6% |
| Q4 2014 | $224,809,000 | +4.3% | 1,093,746 | 0.0% | 88.91% | -0.6% |
| Q3 2014 | $215,490,000 | -1.2% | 1,093,746 | -1.9% | 89.48% | +0.5% |
| Q2 2014 | $218,178,000 | -10.0% | 1,114,746 | -14.0% | 88.99% | +2.1% |
| Q1 2014 | $242,504,000 | -13.4% | 1,296,746 | -14.5% | 87.18% | -3.1% |
| Q4 2013 | $280,128,000 | +8.9% | 1,516,746 | -1.0% | 89.95% | +3.5% |
| Q3 2013 | $257,315,000 | -4.4% | 1,531,546 | -8.7% | 86.90% | -1.0% |
| Q2 2013 | $269,045,000 | – | 1,677,126 | – | 87.78% | – |
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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% |