SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,772 filers reported holding SPDR S&P 500 ETF TR in Q2 2017. The put-call ratio across all filers is 1.79 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $382,000 | +8.2% | 1,188 | 0.0% | 0.11% | +3.8% |
| Q3 2019 | $353,000 | -18.5% | 1,188 | -19.6% | 0.10% | -18.6% |
| Q2 2019 | $433,000 | +0.9% | 1,477 | -2.8% | 0.13% | -3.0% |
| Q1 2019 | $429,000 | +12.0% | 1,519 | -1.0% | 0.13% | +4.7% |
| Q4 2018 | $383,000 | -14.1% | 1,534 | 0.0% | 0.13% | -3.8% |
| Q3 2018 | $446,000 | +4.2% | 1,534 | -2.7% | 0.13% | +1.5% |
| Q2 2018 | $428,000 | +3.1% | 1,577 | 0.0% | 0.13% | -0.8% |
| Q1 2018 | $415,000 | -3.3% | 1,577 | -1.9% | 0.13% | -0.8% |
| Q4 2017 | $429,000 | +6.2% | 1,608 | 0.0% | 0.13% | +3.1% |
| Q3 2017 | $404,000 | -6.5% | 1,608 | -10.1% | 0.13% | -4.5% |
| Q2 2017 | $432,000 | +22.0% | 1,788 | +20.2% | 0.13% | +20.7% |
| Q1 2017 | $354,000 | +30.1% | 1,488 | +22.1% | 0.11% | +30.6% |
| Q4 2016 | $272,000 | +14.8% | 1,219 | +11.3% | 0.08% | +4.9% |
| Q3 2016 | $237,000 | +3.5% | 1,095 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $229,000 | +1.8% | 1,095 | 0.0% | 0.08% | -3.6% |
| Q1 2016 | $225,000 | +0.9% | 1,095 | 0.0% | 0.08% | -2.4% |
| Q4 2015 | $223,000 | +6.2% | 1,095 | 0.0% | 0.08% | +2.4% |
| Q3 2015 | $210,000 | -6.7% | 1,095 | 0.0% | 0.08% | -1.2% |
| Q2 2015 | $225,000 | -0.4% | 1,095 | 0.0% | 0.08% | -1.2% |
| Q1 2015 | $226,000 | +0.4% | 1,095 | 0.0% | 0.08% | 0.0% |
| Q4 2014 | $225,000 | – | 1,095 | – | 0.08% | – |
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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% |