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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $10,574,000 | +4.1% | 36,088 | +0.4% | 1.00% | 0.0% |
| Q1 2019 | $10,156,000 | +14.0% | 35,953 | +0.9% | 1.00% | -37.5% |
| Q4 2018 | $8,905,000 | -14.6% | 35,633 | -0.7% | 1.59% | -76.4% |
| Q3 2018 | $10,430,000 | +7.6% | 35,876 | +0.4% | 6.76% | +2.1% |
| Q2 2018 | $9,694,000 | +4.6% | 35,735 | +1.5% | 6.62% | +4.9% |
| Q1 2018 | $9,264,000 | -1.4% | 35,205 | 0.0% | 6.31% | +1.3% |
| Q4 2017 | $9,395,000 | +6.2% | 35,205 | 0.0% | 6.23% | +2.3% |
| Q3 2017 | $8,845,000 | +3.9% | 35,205 | 0.0% | 6.09% | +27.8% |
| Q2 2017 | $8,513,000 | +2.3% | 35,205 | -0.3% | 4.76% | +4.6% |
| Q1 2017 | $8,325,000 | +673.0% | 35,315 | +633.1% | 4.55% | +404.9% |
| Q4 2016 | $1,077,000 | +1507.5% | 4,817 | +1464.0% | 0.90% | +1482.5% |
| Q3 2016 | $67,000 | +15.5% | 308 | +10.4% | 0.06% | -3.4% |
| Q2 2016 | $58,000 | +1.8% | 279 | 0.0% | 0.06% | -1.7% |
| Q1 2016 | $57,000 | -53.7% | 279 | -53.8% | 0.06% | -55.6% |
| Q4 2015 | $123,000 | +6.0% | 604 | 0.0% | 0.14% | +32.4% |
| Q3 2015 | $116,000 | +103.5% | 604 | +116.5% | 0.10% | +117.0% |
| Q2 2015 | $57,000 | -1.7% | 279 | 0.0% | 0.05% | +4.4% |
| Q1 2015 | $58,000 | +1.8% | 279 | 0.0% | 0.04% | +7.1% |
| Q4 2014 | $57,000 | +3.6% | 279 | 0.0% | 0.04% | -6.7% |
| Q3 2014 | $55,000 | 0.0% | 279 | 0.0% | 0.04% | -13.5% |
| Q2 2014 | $55,000 | -53.4% | 279 | -55.8% | 0.05% | -62.6% |
| Q1 2014 | $118,000 | +0.9% | 631 | 0.0% | 0.14% | -15.2% |
| Q4 2013 | $117,000 | – | 631 | – | 0.16% | – |
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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% |