SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,571 filers reported holding SPDR S&P 500 ETF TR in Q4 2014. The put-call ratio across all filers is 2.09 and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $596,000 | -72.1% | 1,771 | -84.1% | 0.33% | -77.5% |
| Q3 2015 | $2,134,000 | -49.8% | 11,136 | -46.1% | 1.46% | -23.5% |
| Q2 2015 | $4,250,000 | -56.8% | 20,646 | -56.7% | 1.90% | -55.1% |
| Q1 2015 | $9,836,000 | +130.5% | 47,646 | +129.4% | 4.24% | +124.4% |
| Q4 2014 | $4,268,000 | +126.5% | 20,766 | +76.9% | 1.89% | +70.7% |
| Q2 2013 | $1,884,000 | – | 11,742 | – | 1.11% | – |
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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% |