SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,776 filers reported holding SPDR S&P 500 ETF TR in Q4 2016. The put-call ratio across all filers is 1.74 and the average weighting 4.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $778,000 | +4.0% | 2,916 | 0.0% | 0.15% | +7.4% |
| Q4 2016 | $748,000 | -60.7% | 2,916 | -64.3% | 0.14% | -61.4% |
| Q3 2016 | $1,905,000 | +2.1% | 8,175 | 0.0% | 0.35% | +0.3% |
| Q2 2016 | $1,865,000 | -12.6% | 8,175 | -19.8% | 0.35% | -10.0% |
| Q1 2016 | $2,133,000 | +30.4% | 10,190 | +31.7% | 0.39% | +39.3% |
| Q4 2015 | $1,636,000 | -65.9% | 7,737 | -71.2% | 0.28% | -63.9% |
| Q3 2015 | $4,800,000 | -10.9% | 26,899 | -4.9% | 0.78% | 0.0% |
| Q2 2015 | $5,386,000 | -27.4% | 28,294 | -21.2% | 0.78% | -21.9% |
| Q1 2015 | $7,420,000 | +21.8% | 35,887 | +8.4% | 0.99% | +12.7% |
| Q4 2014 | $6,090,000 | – | 33,118 | – | 0.88% | – |
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% |