SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,252 filers reported holding SPDR S&P 500 ETF TR in Q1 2019. The put-call ratio across all filers is 1.69 and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410 | -2.8% | 959 | +0.7% | 0.05% | -1.8% |
| Q2 2023 | $422 | -83.3% | 952 | -84.6% | 0.06% | -84.1% |
| Q1 2023 | $2,531 | +7.1% | 6,182 | 0.0% | 0.35% | -5.7% |
| Q4 2022 | $2,364 | -99.9% | 6,182 | 0.0% | 0.37% | +6.1% |
| Q3 2022 | $2,208,000 | -20.7% | 6,182 | -16.3% | 0.35% | +55.9% |
| Q2 2022 | $2,785,000 | -16.2% | 7,382 | +0.3% | 0.22% | +33.7% |
| Q1 2022 | $3,325,000 | +841.9% | 7,362 | +890.8% | 0.17% | +822.2% |
| Q4 2021 | $353,000 | +14.6% | 743 | +3.5% | 0.02% | +12.5% |
| Q3 2021 | $308,000 | +38.7% | 718 | +38.6% | 0.02% | +45.5% |
| Q2 2021 | $222,000 | -56.0% | 518 | -73.5% | 0.01% | -75.0% |
| Q1 2020 | $504,000 | -19.9% | 1,954 | 0.0% | 0.04% | -15.4% |
| Q4 2019 | $629,000 | +8.4% | 1,954 | 0.0% | 0.05% | -13.3% |
| Q3 2019 | $580,000 | +1.2% | 1,954 | 0.0% | 0.06% | -7.7% |
| Q2 2019 | $573,000 | +3.8% | 1,954 | 0.0% | 0.06% | +27.5% |
| Q1 2019 | $552,000 | -91.5% | 1,954 | -92.5% | 0.05% | -88.9% |
| Q4 2018 | $6,476,000 | -86.0% | 25,914 | -83.7% | 0.46% | -84.2% |
| Q3 2018 | $46,199,000 | -38.3% | 158,914 | -42.4% | 2.91% | -46.2% |
| Q2 2018 | $74,890,000 | -36.8% | 276,062 | -38.7% | 5.41% | -44.7% |
| Q1 2018 | $118,505,000 | -39.2% | 450,334 | -38.4% | 9.78% | -44.8% |
| Q4 2017 | $195,040,000 | – | 730,870 | – | 17.73% | – |
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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% |