SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,571 filers reported holding SPDR S&P 500 ETF TR in Q4 2014. The put-call ratio across all filers is 2.09 and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,562,076 | -0.7% | 34,064 | +3.0% | 3.04% | +2.5% |
| Q2 2023 | $14,670,297 | +8.0% | 33,076 | -0.3% | 2.96% | +7.4% |
| Q1 2023 | $13,578,295 | -0.2% | 33,166 | -6.8% | 2.76% | -4.3% |
| Q4 2022 | $13,610,565 | +10.8% | 35,588 | +3.5% | 2.88% | +0.1% |
| Q3 2022 | $12,281,000 | -22.8% | 34,388 | -2.3% | 2.88% | -0.9% |
| Q2 2022 | $15,907,000 | -0.0% | 35,209 | -0.0% | 2.91% | +0.1% |
| Q1 2022 | $15,908,000 | -3.5% | 35,225 | +1.5% | 2.90% | +1.3% |
| Q4 2021 | $16,486,000 | +10.7% | 34,713 | +0.1% | 2.87% | +3.2% |
| Q3 2021 | $14,887,000 | +0.4% | 34,689 | +0.2% | 2.78% | -1.5% |
| Q2 2021 | $14,823,000 | -42.5% | 34,621 | -46.8% | 2.82% | -36.7% |
| Q1 2021 | $25,797,000 | -8.7% | 65,089 | -13.8% | 4.45% | -28.1% |
| Q4 2020 | $28,241,000 | +12.8% | 75,534 | +1.1% | 6.19% | -1.4% |
| Q3 2020 | $25,029,000 | +8.6% | 74,746 | +0.2% | 6.28% | -0.3% |
| Q2 2020 | $23,053,000 | +20.8% | 74,567 | +0.7% | 6.30% | -3.0% |
| Q1 2020 | $19,091,000 | -19.2% | 74,066 | +0.9% | 6.50% | +5.4% |
| Q4 2019 | $23,620,000 | +9.0% | 73,379 | +0.5% | 6.16% | +17.2% |
| Q3 2019 | $21,665,000 | -3.2% | 73,007 | -4.5% | 5.26% | -3.0% |
| Q2 2019 | $22,391,000 | +1.2% | 76,414 | -2.4% | 5.42% | -5.4% |
| Q1 2019 | $22,119,000 | +13.6% | 78,303 | +0.5% | 5.73% | +0.2% |
| Q4 2018 | $19,474,000 | -12.7% | 77,924 | +1.5% | 5.72% | -4.1% |
| Q3 2018 | $22,310,000 | +6.9% | 76,747 | -0.2% | 5.96% | +1.4% |
| Q2 2018 | $20,871,000 | +6.0% | 76,934 | +2.8% | 5.88% | +5.7% |
| Q1 2018 | $19,698,000 | -3.7% | 74,857 | -2.3% | 5.56% | -3.4% |
| Q4 2017 | $20,450,000 | +7.0% | 76,631 | +0.7% | 5.76% | +1.3% |
| Q3 2017 | $19,117,000 | +4.0% | 76,087 | +0.1% | 5.68% | +0.3% |
| Q2 2017 | $18,380,000 | +2.8% | 76,018 | +0.1% | 5.67% | -0.9% |
| Q1 2017 | $17,888,000 | -1.4% | 75,905 | -6.5% | 5.72% | -9.3% |
| Q4 2016 | $18,146,000 | +3.6% | 81,183 | +0.3% | 6.31% | +0.1% |
| Q3 2016 | $17,510,000 | +12.5% | 80,952 | +8.9% | 6.30% | +5.9% |
| Q2 2016 | $15,571,000 | +2.6% | 74,343 | +0.6% | 5.95% | -4.7% |
| Q1 2016 | $15,178,000 | -0.5% | 73,863 | -1.3% | 6.24% | +2.9% |
| Q4 2015 | $15,257,000 | +14.4% | 74,848 | +7.6% | 6.06% | +6.5% |
| Q3 2015 | $13,334,000 | -9.2% | 69,575 | -2.4% | 5.69% | +2.0% |
| Q2 2015 | $14,679,000 | +0.3% | 71,305 | +0.4% | 5.58% | -2.3% |
| Q1 2015 | $14,642,000 | +8.9% | 71,024 | +8.5% | 5.71% | +7.7% |
| Q4 2014 | $13,451,000 | +24.4% | 65,465 | +19.3% | 5.30% | +21.6% |
| Q3 2014 | $10,814,000 | +141.8% | 54,877 | +140.2% | 4.36% | +137.4% |
| Q2 2014 | $4,472,000 | -53.6% | 22,850 | -55.6% | 1.84% | -54.6% |
| Q1 2014 | $9,635,000 | +4.5% | 51,516 | +3.2% | 4.05% | -3.1% |
| Q4 2013 | $9,219,000 | +12.2% | 49,920 | +2.1% | 4.18% | -3.0% |
| Q3 2013 | $8,213,000 | +5.3% | 48,878 | +0.5% | 4.31% | -11.9% |
| Q2 2013 | $7,803,000 | +3.2% | 48,644 | +0.4% | 4.89% | -12.2% |
| Q1 2013 | $7,559,000 | +50.8% | 48,439 | +37.6% | 5.57% | +19.8% |
| Q4 2012 | $5,013,000 | – | 35,208 | – | 4.65% | – |
Download | ||||||
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% |