SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,054 filers reported holding SPDR S&P 500 ETF TR in Q3 2018. The put-call ratio across all filers is 1.44 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,776 | +7.3% | 4,154 | +11.2% | 0.65% | +9.6% |
| Q2 2023 | $1,655 | -2.2% | 3,734 | -9.6% | 0.59% | -9.5% |
| Q1 2023 | $1,692 | +1.1% | 4,132 | -5.6% | 0.66% | -8.1% |
| Q4 2022 | $1,674 | -99.9% | 4,378 | -6.0% | 0.71% | 0.0% |
| Q3 2022 | $1,663,000 | -5.3% | 4,657 | +0.1% | 0.71% | -0.4% |
| Q2 2022 | $1,756,000 | -11.5% | 4,654 | +5.9% | 0.72% | +3.9% |
| Q1 2022 | $1,985,000 | -4.9% | 4,394 | 0.0% | 0.69% | 0.0% |
| Q4 2021 | $2,087,000 | +8.9% | 4,394 | -1.6% | 0.69% | +3.3% |
| Q3 2021 | $1,916,000 | +1.4% | 4,466 | +1.1% | 0.67% | -1.8% |
| Q2 2021 | $1,890,000 | +9.8% | 4,416 | +1.7% | 0.68% | -1.4% |
| Q1 2021 | $1,721,000 | +6.0% | 4,343 | +0.0% | 0.69% | +2.4% |
| Q4 2020 | $1,623,000 | +13.4% | 4,342 | +1.6% | 0.67% | +11.2% |
| Q3 2020 | $1,431,000 | +7.4% | 4,272 | -1.1% | 0.61% | -4.3% |
| Q2 2020 | $1,332,000 | +22.1% | 4,320 | +2.0% | 0.63% | +16.6% |
| Q1 2020 | $1,091,000 | -19.6% | 4,235 | +0.5% | 0.54% | -15.7% |
| Q4 2019 | $1,357,000 | +7.6% | 4,216 | -0.8% | 0.64% | -2.0% |
| Q3 2019 | $1,261,000 | -2.9% | 4,248 | -4.1% | 0.66% | -2.8% |
| Q2 2019 | $1,298,000 | +2.7% | 4,429 | -1.0% | 0.68% | -3.3% |
| Q1 2019 | $1,264,000 | +11.5% | 4,475 | -1.4% | 0.70% | +10.8% |
| Q4 2018 | $1,134,000 | -16.5% | 4,537 | -2.9% | 0.63% | -7.5% |
| Q3 2018 | $1,358,000 | +7.1% | 4,672 | -0.0% | 0.68% | -0.1% |
| Q2 2018 | $1,268,000 | +3.1% | 4,673 | +0.0% | 0.68% | -5.3% |
| Q1 2018 | $1,230,000 | -2.0% | 4,672 | -0.6% | 0.72% | -4.5% |
| Q4 2017 | $1,255,000 | +3.2% | 4,702 | -0.3% | 0.76% | -4.6% |
| Q3 2017 | $1,216,000 | -85.1% | 4,716 | -86.1% | 0.79% | -84.6% |
| Q2 2017 | $8,179,000 | -20.1% | 33,826 | -22.1% | 5.15% | -20.7% |
| Q1 2017 | $10,234,000 | -30.7% | 43,413 | -34.3% | 6.49% | -36.1% |
| Q4 2016 | $14,777,000 | +885.1% | 66,108 | +853.5% | 10.17% | +731.5% |
| Q3 2016 | $1,500,000 | +673.2% | 6,933 | +647.1% | 1.22% | +420.4% |
| Q2 2016 | $194,000 | +470.6% | 928 | +459.0% | 0.24% | +327.3% |
| Q1 2016 | $34,000 | +385.7% | 166 | +388.2% | 0.06% | +587.5% |
| Q4 2015 | $7,000 | 0.0% | 34 | 0.0% | 0.01% | -20.0% |
| Q3 2015 | $7,000 | -99.9% | 34 | -99.9% | 0.01% | -99.8% |
| Q2 2015 | $7,411,000 | +322.0% | 36,000 | +323.2% | 4.05% | +296.0% |
| Q1 2015 | $1,756,000 | -29.9% | 8,507 | -33.1% | 1.02% | -36.3% |
| Q3 2014 | $2,506,000 | -80.9% | 12,720 | -81.0% | 1.61% | -79.1% |
| Q2 2014 | $13,126,000 | -3.5% | 67,064 | -7.8% | 7.70% | -10.6% |
| Q1 2014 | $13,609,000 | – | 72,770 | – | 8.62% | – |
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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% |