SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,021 filers reported holding SPDR S&P 500 ETF TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $11,601,000 | +1.3% | 39,091 | 0.0% | 15.66% | +15.4% |
| Q2 2019 | $11,454,000 | +615.4% | 39,091 | +609.7% | 13.58% | +805.9% |
| Q3 2018 | $1,601,000 | -78.7% | 5,508 | -80.1% | 1.50% | -78.3% |
| Q2 2018 | $7,527,000 | -10.2% | 27,746 | -12.9% | 6.90% | -21.4% |
| Q1 2018 | $8,382,000 | -4.3% | 31,852 | -3.0% | 8.78% | -1.9% |
| Q4 2017 | $8,763,000 | +17.9% | 32,839 | +11.0% | 8.95% | -1.6% |
| Q3 2017 | $7,432,000 | -1.3% | 29,584 | -5.0% | 9.10% | -20.2% |
| Q2 2017 | $7,533,000 | -72.9% | 31,154 | -73.6% | 11.40% | -70.4% |
| Q1 2017 | $27,777,000 | +2.0% | 117,827 | -3.3% | 38.46% | +1.1% |
| Q4 2016 | $27,232,000 | +33.7% | 121,827 | +29.3% | 38.06% | +12.2% |
| Q3 2016 | $20,372,000 | -2.8% | 94,184 | -5.9% | 33.91% | -3.6% |
| Q2 2016 | $20,964,000 | +16.6% | 100,077 | +14.4% | 35.17% | +2.1% |
| Q1 2016 | $17,978,000 | -53.2% | 87,478 | -53.6% | 34.46% | -33.1% |
| Q4 2015 | $38,410,000 | +469.7% | 188,403 | +435.5% | 51.53% | +506.1% |
| Q3 2015 | $6,742,000 | +54.5% | 35,182 | +66.0% | 8.50% | +97.1% |
| Q2 2015 | $4,364,000 | -55.1% | 21,200 | -55.0% | 4.31% | -66.2% |
| Q1 2015 | $9,728,000 | – | 47,126 | – | 12.77% | – |
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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% |