SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,546 filers reported holding SPDR S&P 500 ETF TR in Q4 2019. The put-call ratio across all filers is 1.59 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,127,330 | -55.7% | 7,639 | -58.6% | 2.07% | +2.4% |
| Q4 2022 | $7,064,247 | +62.0% | 18,472 | +51.3% | 2.02% | +45.1% |
| Q3 2022 | $4,360,453 | -84.7% | 12,208 | -79.7% | 1.39% | -86.4% |
| Q4 2021 | $28,498,000 | +269.7% | 60,000 | +140.0% | 10.22% | +115.0% |
| Q2 2020 | $7,709,000 | +1660.0% | 25,000 | +1370.6% | 4.75% | +1045.3% |
| Q1 2020 | $438,000 | -97.1% | 1,700 | -96.4% | 0.42% | -94.4% |
| Q4 2019 | $15,288,000 | +41.1% | 47,500 | +30.1% | 7.40% | +24.2% |
| Q3 2019 | $10,832,000 | -50.7% | 36,500 | -51.3% | 5.95% | -40.4% |
| Q2 2019 | $21,976,000 | +105.8% | 75,000 | +98.4% | 9.98% | +77.9% |
| Q1 2019 | $10,678,000 | -33.2% | 37,800 | -31.3% | 5.61% | -49.3% |
| Q3 2018 | $15,989,000 | -46.7% | 55,000 | -50.3% | 11.06% | -13.6% |
| Q2 2018 | $30,003,000 | +41.6% | 110,600 | +37.4% | 12.80% | +13.0% |
| Q1 2018 | $21,184,000 | +9.3% | 80,500 | +10.9% | 11.33% | -8.1% |
| Q4 2017 | $19,375,000 | +84.5% | 72,600 | +73.7% | 12.33% | +23.1% |
| Q3 2017 | $10,501,000 | – | 41,800 | – | 10.01% | – |
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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% |