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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,025,255 | -19.3% | 2,681 | -52.8% | 0.22% | -79.2% |
| Q4 2016 | $1,270,000 | -1.1% | 5,680 | -4.3% | 1.05% | -5.8% |
| Q3 2016 | $1,284,000 | -8.3% | 5,937 | -11.1% | 1.11% | -7.1% |
| Q2 2016 | $1,400,000 | +0.1% | 6,682 | -1.8% | 1.20% | -4.4% |
| Q1 2016 | $1,399,000 | -84.3% | 6,807 | -84.4% | 1.25% | -85.2% |
| Q4 2015 | $8,908,000 | -2.3% | 43,693 | -8.1% | 8.46% | -12.7% |
| Q3 2015 | $9,115,000 | -19.0% | 47,567 | -13.0% | 9.69% | +3.2% |
| Q2 2015 | $11,258,000 | -1.5% | 54,690 | -1.2% | 9.39% | -1.3% |
| Q1 2015 | $11,427,000 | -34.8% | 55,356 | -35.1% | 9.52% | -34.2% |
| Q4 2014 | $17,526,000 | – | 85,269 | – | 14.46% | – |
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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% |