Retirement Planning Group, LLC - SPDR S&P 500 ETF TR ownership

SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,776 filers reported holding SPDR S&P 500 ETF TR in Q4 2016. The put-call ratio across all filers is 1.74 and the average weighting 4.5%.

Quarter-by-quarter ownership
Retirement Planning Group, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$543,198
-11.5%
1,270
-8.2%
0.06%
-4.9%
Q2 2023$613,619
+4.5%
1,384
-3.4%
0.06%
-3.2%
Q1 2023$587,000
+11.3%
1,433
+4.0%
0.06%
+5.0%
Q4 2022$527,310
-5.0%
1,378
-11.3%
0.06%
-14.3%
Q3 2022$555,000
-5.0%
1,554
+0.5%
0.07%
-2.8%
Q2 2022$584,000
-33.1%
1,547
-20.0%
0.07%
-24.2%
Q1 2022$873,000
-3.0%
1,933
+2.1%
0.10%
+9.2%
Q4 2021$900,000
+19.4%
1,894
+7.9%
0.09%
+1.2%
Q3 2021$754,000
+0.3%
1,7560.0%0.09%0.0%
Q2 2021$752,000
+26.4%
1,756
+17.0%
0.09%
+4.9%
Q1 2021$595,000
+3.7%
1,501
-2.3%
0.08%
-1.2%
Q4 2020$574,000
+14.1%
1,536
+2.3%
0.08%
+1.2%
Q3 2020$503,000
-8.7%
1,502
-15.9%
0.08%
-18.8%
Q2 2020$551,000
-1.4%
1,786
-17.6%
0.10%
-24.1%
Q1 2020$559,000
-62.4%
2,167
-53.1%
0.13%
-55.1%
Q4 2019$1,486,000
+1.7%
4,618
-6.2%
0.30%
-4.2%
Q3 2019$1,461,000
-12.0%
4,923
-13.1%
0.31%
-17.8%
Q2 2019$1,660,000
+3.2%
5,665
-0.5%
0.38%
-3.1%
Q1 2019$1,609,000
+46.4%
5,695
+29.5%
0.39%
+32.0%
Q4 2018$1,099,000
-14.3%
4,399
-0.2%
0.29%
-10.9%
Q3 2018$1,282,000
+5.4%
4,408
-1.7%
0.33%
+0.6%
Q2 2018$1,216,000
+3.8%
4,482
+0.7%
0.33%
+3.1%
Q1 2018$1,171,000
-6.9%
4,451
-5.6%
0.32%
-7.3%
Q4 2017$1,258,000
+2.5%
4,715
-3.5%
0.34%
-2.0%
Q3 2017$1,227,000
+2.3%
4,884
-1.5%
0.35%
-2.8%
Q2 2017$1,199,000
-6.3%
4,957
-8.7%
0.36%
-7.5%
Q1 2017$1,279,000
+4.8%
5,427
-0.5%
0.39%
-0.3%
Q4 2016$1,220,000
-12.7%
5,456
-15.5%
0.39%
-13.7%
Q3 2016$1,397,000
-4.6%
6,457
-7.7%
0.45%
-9.1%
Q2 2016$1,465,000
+0.7%
6,995
-1.2%
0.50%
-3.5%
Q1 2016$1,455,000
+0.8%
7,080
+0.0%
0.52%
-3.4%
Q4 2015$1,443,000
+4.9%
7,079
-1.3%
0.53%
-11.6%
Q3 2015$1,375,000
-13.3%
7,174
-6.9%
0.60%
-7.1%
Q2 2015$1,586,000
-0.8%
7,707
-0.5%
0.65%
+1.9%
Q1 2015$1,599,000
+14.2%
7,745
+13.7%
0.64%
+47.5%
Q4 2014$1,400,000
-0.7%
6,811
-4.8%
0.43%
-1.8%
Q3 2014$1,410,000
-39.1%
7,157
-39.5%
0.44%
-37.2%
Q2 2014$2,315,000
-4.4%
11,826
-8.7%
0.70%
-10.2%
Q1 2014$2,421,000
-2.4%
12,946
-3.6%
0.78%
-11.5%
Q4 2013$2,481,000
-0.5%
13,434
-9.5%
0.88%
-2.4%
Q3 2013$2,494,000
-12.1%
14,843
-16.1%
0.90%
-22.5%
Q2 2013$2,837,00017,6821.17%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2016
NameSharesValueWeighting ↓
JABODON PT CO 141,546$60,50897.14%
Greenfield FTC, Inc. 681,681$291,404,99490.83%
Whitford Management LLC 161,745$69,142,75389.86%
Lattice Capital Management, LLC 1,692,300$723,424,40489.75%
RAMSEY QUANTITATIVE SYSTEMS 136,737$58,45282.41%
Elite Wealth Management, Inc. 2,464,800$1,053,652,70477.24%
Insight Wealth Partners, LLC 915,200$391,229,69675.70%
Little Harbor Advisors, LLC 209,002$89,34472.24%
MIZUHO SECURITIES USA LLC 5,554,814$2,373,603,12971.37%
NEW YORK LIFE INSURANCE CO 1,338,406$572,141,81263.79%
View complete list of SPDR S&P 500 ETF TR shareholders