SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,794 filers reported holding SPDR S&P 500 ETF TR in Q3 2017. The put-call ratio across all filers is 1.88 and the average weighting 4.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $28,600,000 | +118.8% | 85,400 | +101.4% | 4.67% | +68.4% |
| Q2 2020 | $13,074,000 | -56.0% | 42,400 | -59.7% | 2.78% | -12.9% |
| Q1 2019 | $29,686,000 | -30.5% | 105,100 | -38.2% | 3.19% | -62.7% |
| Q3 2017 | $42,709,000 | -9.8% | 170,000 | -13.2% | 8.54% | -16.2% |
| Q2 2017 | $47,369,000 | +184.2% | 195,900 | +177.1% | 10.20% | +152.6% |
| Q1 2017 | $16,667,000 | -34.0% | 70,700 | -37.4% | 4.04% | -27.6% |
| Q4 2016 | $25,237,000 | +38.9% | 112,900 | +34.4% | 5.58% | +37.5% |
| Q3 2016 | $18,169,000 | +184.4% | 84,000 | +175.4% | 4.06% | +214.1% |
| Q2 2016 | $6,389,000 | -85.3% | 30,500 | -85.5% | 1.29% | -85.2% |
| Q1 2016 | $43,344,000 | +431.5% | 210,900 | +427.2% | 8.73% | +513.9% |
| Q4 2015 | $8,155,000 | -30.8% | 40,000 | -35.0% | 1.42% | -30.0% |
| Q3 2015 | $11,785,000 | +42.7% | 61,500 | +53.8% | 2.03% | +39.9% |
| Q1 2015 | $8,257,000 | – | 40,000 | – | 1.45% | – |
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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% |