SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,521 filers reported holding SPDR S&P 500 ETF TR in Q1 2015. The put-call ratio across all filers is 2.03 and the average weighting 4.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,214,523 | +45977.6% | 412,217 | +41121.7% | 4.92% | +40933.3% |
| Q4 2022 | $382,430 | +1429.7% | 1,000 | +890.1% | 0.01% | +1100.0% |
| Q4 2018 | $25,000 | -13.8% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $29,000 | +7.4% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | – | 101 | +10000.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 1 | -99.7% | 0.00% | -100.0% |
| Q4 2017 | $81,000 | -88.8% | 301 | -91.4% | 0.00% | -96.4% |
| Q1 2015 | $723,000 | -82.5% | 3,500 | -83.3% | 0.08% | -84.4% |
| Q3 2014 | $4,137,000 | -15.5% | 21,000 | -16.0% | 0.53% | -33.2% |
| Q2 2014 | $4,893,000 | – | 25,000 | – | 0.80% | – |
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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% |