SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,330 filers reported holding SPDR S&P 500 ETF TR in Q1 2014. The put-call ratio across all filers is 2.23 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,659,000 | +3.3% | 11,894 | 0.0% | 5.22% | +8.6% |
| Q3 2016 | $2,573,000 | +3.3% | 11,894 | 0.0% | 4.81% | -5.0% |
| Q2 2016 | $2,491,000 | +1.7% | 11,894 | -0.2% | 5.06% | +837.2% |
| Q1 2016 | $2,449,000 | +22.3% | 11,914 | +21.3% | 0.54% | +23.9% |
| Q4 2015 | $2,002,000 | +6.4% | 9,818 | 0.0% | 0.44% | +3.8% |
| Q3 2015 | $1,881,000 | -6.4% | 9,818 | +0.6% | 0.42% | +17.0% |
| Q2 2015 | $2,010,000 | -0.1% | 9,763 | +0.1% | 0.36% | +2.0% |
| Q1 2015 | $2,013,000 | +1.2% | 9,753 | +0.7% | 0.35% | -9.7% |
| Q4 2014 | $1,990,000 | +3.8% | 9,683 | -0.5% | 0.39% | -1.5% |
| Q3 2014 | $1,917,000 | +0.7% | 9,728 | 0.0% | 0.40% | +2.9% |
| Q2 2014 | $1,904,000 | +4.7% | 9,728 | 0.0% | 0.38% | -5.9% |
| Q1 2014 | $1,819,000 | +1.2% | 9,728 | 0.0% | 0.41% | +9.1% |
| Q4 2013 | $1,797,000 | +10.0% | 9,728 | 0.0% | 0.38% | -16.9% |
| Q3 2013 | $1,634,000 | +4.7% | 9,728 | 0.0% | 0.45% | -4.7% |
| Q2 2013 | $1,561,000 | – | 9,728 | – | 0.47% | – |
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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% |