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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,498,000 | -12.0% | 8,591 | -17.9% | 1.50% | -13.5% |
| Q2 2018 | $2,840,000 | +15.9% | 10,469 | +12.4% | 1.73% | +7.2% |
| Q1 2018 | $2,450,000 | -3.3% | 9,312 | -2.0% | 1.62% | -2.9% |
| Q4 2017 | $2,534,000 | +7.8% | 9,499 | +1.6% | 1.66% | +2.0% |
| Q3 2017 | $2,350,000 | -6.6% | 9,353 | -10.1% | 1.63% | -9.7% |
| Q2 2017 | $2,516,000 | +2.1% | 10,404 | -0.5% | 1.81% | -3.0% |
| Q1 2017 | $2,464,000 | +11.2% | 10,454 | +5.4% | 1.86% | +3.9% |
| Q4 2016 | $2,216,000 | +12.9% | 9,914 | +9.3% | 1.79% | +8.5% |
| Q3 2016 | $1,962,000 | +5.1% | 9,069 | +1.8% | 1.65% | +3.4% |
| Q2 2016 | $1,867,000 | +1.9% | 8,912 | 0.0% | 1.60% | +0.4% |
| Q1 2016 | $1,832,000 | -38.1% | 8,912 | -93.8% | 1.59% | -39.9% |
| Q4 2015 | $2,959,000 | +38.9% | 144,512 | +1200.5% | 2.65% | +19.9% |
| Q3 2015 | $2,130,000 | +269.8% | 11,112 | +297.7% | 2.21% | +308.5% |
| Q2 2015 | $576,000 | -8.9% | 2,794 | -8.4% | 0.54% | -14.8% |
| Q1 2015 | $632,000 | +7.5% | 3,051 | +6.7% | 0.64% | +2.9% |
| Q4 2014 | $588,000 | – | 2,859 | – | 0.62% | – |
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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% |