SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,659 filers reported holding SPDR S&P 500 ETF TR in Q3 2016. The put-call ratio across all filers is 1.83 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $541,000 | -10.6% | 2,026 | -15.9% | 0.35% | -12.2% |
| Q3 2017 | $605,000 | -27.4% | 2,409 | -30.1% | 0.40% | -28.3% |
| Q2 2017 | $833,000 | -5.3% | 3,444 | -7.7% | 0.56% | +39.4% |
| Q1 2017 | $880,000 | -20.8% | 3,731 | -24.9% | 0.40% | -22.7% |
| Q4 2016 | $1,111,000 | -7.0% | 4,971 | -10.0% | 0.52% | -7.8% |
| Q3 2016 | $1,195,000 | +22.6% | 5,525 | +18.7% | 0.56% | +26.0% |
| Q2 2016 | $975,000 | -8.2% | 4,655 | -9.7% | 0.45% | -9.9% |
| Q1 2016 | $1,062,000 | -36.1% | 5,155 | -36.8% | 0.50% | -33.5% |
| Q4 2015 | $1,663,000 | -24.0% | 8,160 | -28.5% | 0.75% | -22.6% |
| Q3 2015 | $2,187,000 | -2.9% | 11,411 | +4.3% | 0.96% | +6.1% |
| Q2 2015 | $2,252,000 | -8.5% | 10,939 | -8.2% | 0.91% | -32.6% |
| Q1 2015 | $2,460,000 | -45.9% | 11,915 | -46.2% | 1.35% | -32.8% |
| Q4 2014 | $4,550,000 | – | 22,135 | – | 2.01% | – |
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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% |