SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,624 filers reported holding SPDR S&P 500 ETF TR in Q1 2016. The put-call ratio across all filers is 2.41 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $336,881,000 | +27.8% | 850,000 | +20.6% | 9.60% | +0.2% |
| Q4 2020 | $263,585,000 | -25.6% | 705,000 | -33.3% | 9.58% | -47.5% |
| Q3 2020 | $354,113,000 | +304.4% | 1,057,400 | +272.3% | 18.25% | +116.7% |
| Q2 2020 | $87,574,000 | -0.9% | 284,000 | -17.1% | 8.42% | -19.7% |
| Q1 2020 | $88,331,000 | -43.6% | 342,700 | -29.5% | 10.49% | -23.8% |
| Q4 2019 | $156,488,000 | +256.1% | 486,200 | +224.1% | 13.77% | +106.3% |
| Q2 2019 | $43,950,000 | -49.8% | 150,000 | -51.6% | 6.67% | -46.4% |
| Q1 2019 | $87,569,000 | -28.8% | 310,000 | -37.0% | 12.45% | -49.3% |
| Q4 2018 | $122,961,000 | +96.7% | 492,000 | +128.8% | 24.54% | +86.7% |
| Q3 2018 | $62,505,000 | +1743.3% | 215,000 | +1620.0% | 13.15% | +867.5% |
| Q2 2018 | $3,391,000 | -86.5% | 12,500 | -87.5% | 1.36% | -81.5% |
| Q3 2017 | $25,123,000 | +113.1% | 100,000 | +100.0% | 7.35% | +110.9% |
| Q1 2017 | $11,787,000 | -39.7% | 50,000 | -42.9% | 3.49% | -51.4% |
| Q4 2016 | $19,559,000 | +217.3% | 87,500 | +191.7% | 7.17% | +155.8% |
| Q1 2016 | $6,165,000 | +0.8% | 30,000 | 0.0% | 2.80% | +8.6% |
| Q4 2015 | $6,116,000 | – | 30,000 | – | 2.58% | – |
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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% |