SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,270 filers reported holding SPDR S&P 500 ETF TR in Q2 2019. The put-call ratio across all filers is 1.42 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207,000 | -8.4% | 579 | -3.5% | 0.14% | -7.7% |
| Q2 2022 | $226,000 | -13.1% | 600 | +4.3% | 0.16% | 0.0% |
| Q1 2022 | $260,000 | -4.8% | 575 | 0.0% | 0.16% | +8.3% |
| Q4 2021 | $273,000 | +10.5% | 575 | 0.0% | 0.14% | -1.4% |
| Q3 2021 | $247,000 | +0.4% | 575 | 0.0% | 0.15% | -2.0% |
| Q2 2021 | $246,000 | +5.1% | 575 | -2.5% | 0.15% | -1.3% |
| Q1 2021 | $234,000 | +5.9% | 590 | 0.0% | 0.15% | -3.2% |
| Q4 2020 | $221,000 | -19.9% | 590 | -31.2% | 0.16% | -5.5% |
| Q4 2019 | $276,000 | +9.1% | 857 | +0.5% | 0.16% | +14.6% |
| Q3 2019 | $253,000 | +1.6% | 853 | +0.5% | 0.14% | -4.0% |
| Q2 2019 | $249,000 | +4.2% | 849 | +0.4% | 0.15% | +2.0% |
| Q1 2019 | $239,000 | +13.3% | 846 | 0.0% | 0.15% | +2.1% |
| Q4 2018 | $211,000 | -13.2% | 846 | +1.1% | 0.14% | -0.7% |
| Q3 2018 | $243,000 | +7.5% | 837 | +0.5% | 0.14% | +2.1% |
| Q2 2018 | $226,000 | +3.2% | 833 | 0.0% | 0.14% | -2.1% |
| Q1 2018 | $219,000 | +5.8% | 833 | +1.3% | 0.14% | +28.3% |
| Q3 2017 | $207,000 | – | 822 | – | 0.11% | – |
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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% |