SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,510 filers reported holding SPDR S&P 500 ETF TR in Q2 2015. The put-call ratio across all filers is 1.79 and the average weighting 4.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $260,000 | -60.3% | 807 | -63.4% | 0.06% | -62.3% |
| Q3 2019 | $655,000 | +192.4% | 2,206 | +188.0% | 0.16% | +200.0% |
| Q2 2019 | $224,000 | +3.7% | 766 | +0.3% | 0.05% | +3.8% |
| Q1 2019 | $216,000 | -77.5% | 764 | -80.1% | 0.05% | -80.5% |
| Q4 2018 | $959,000 | -14.0% | 3,838 | +0.0% | 0.27% | -2.9% |
| Q3 2018 | $1,115,000 | -13.7% | 3,837 | -19.4% | 0.27% | -5.5% |
| Q2 2018 | $1,292,000 | +0.8% | 4,761 | -2.3% | 0.29% | -0.7% |
| Q1 2018 | $1,282,000 | -2.8% | 4,871 | -1.5% | 0.29% | +2.5% |
| Q4 2017 | $1,319,000 | +0.4% | 4,943 | -5.5% | 0.28% | -18.8% |
| Q3 2017 | $1,314,000 | +0.1% | 5,232 | -3.6% | 0.35% | -1.4% |
| Q2 2017 | $1,313,000 | +16.7% | 5,430 | +13.8% | 0.36% | +16.7% |
| Q1 2017 | $1,125,000 | -37.4% | 4,771 | -40.7% | 0.30% | -45.1% |
| Q4 2016 | $1,797,000 | +2.8% | 8,041 | -0.5% | 0.56% | -22.2% |
| Q3 2016 | $1,748,000 | +3.3% | 8,079 | +0.0% | 0.72% | +8.2% |
| Q2 2016 | $1,692,000 | +1.9% | 8,078 | +0.0% | 0.66% | +111.9% |
| Q1 2016 | $1,660,000 | -83.8% | 8,076 | -83.9% | 0.31% | -82.2% |
| Q4 2015 | $10,226,000 | +492.8% | 50,162 | +457.2% | 1.75% | +398.9% |
| Q3 2015 | $1,725,000 | +41.5% | 9,002 | +52.1% | 0.35% | +57.4% |
| Q2 2015 | $1,219,000 | -1.1% | 5,920 | -0.8% | 0.22% | -0.9% |
| Q1 2015 | $1,232,000 | -85.9% | 5,970 | -86.0% | 0.22% | -86.5% |
| Q4 2014 | $8,750,000 | +1231.8% | 42,573 | +1096.2% | 1.66% | +1054.2% |
| Q4 2013 | $657,000 | – | 3,559 | – | 0.14% | – |
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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% |