SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,302 filers reported holding SPDR S&P 500 ETF TR in Q4 2018. The put-call ratio across all filers is 1.34 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,009,349 | +8.2% | 2,277 | -0.1% | 0.04% | +16.7% |
| Q1 2023 | $933,146 | -97.9% | 2,279 | -98.5% | 0.03% | -99.1% |
| Q2 2019 | $43,461,000 | +35.9% | 148,332 | +31.0% | 3.50% | +102.8% |
| Q1 2019 | $31,990,000 | -27.1% | 113,246 | -35.5% | 1.72% | -29.9% |
| Q4 2018 | $43,911,000 | +66.0% | 175,700 | +93.1% | 2.46% | +137.7% |
| Q3 2018 | $26,451,000 | -55.8% | 90,985 | -58.7% | 1.04% | -56.3% |
| Q2 2018 | $59,824,000 | +100.5% | 220,559 | +97.8% | 2.37% | +95.1% |
| Q1 2018 | $29,839,000 | -66.0% | 111,516 | -66.1% | 1.21% | -69.3% |
| Q4 2017 | $87,884,000 | +11.6% | 329,179 | +5.0% | 3.96% | -7.3% |
| Q3 2017 | $78,784,000 | +34.6% | 313,632 | +29.6% | 4.26% | -12.0% |
| Q2 2017 | $58,525,000 | -20.3% | 242,059 | -22.3% | 4.85% | -33.5% |
| Q1 2017 | $73,414,000 | +66.7% | 311,459 | +58.1% | 7.29% | +36.5% |
| Q4 2016 | $44,029,000 | +261.6% | 196,964 | +249.9% | 5.34% | +230.5% |
| Q3 2016 | $12,176,000 | +25.8% | 56,291 | +21.9% | 1.62% | +18.9% |
| Q2 2016 | $9,676,000 | -89.5% | 46,190 | -89.7% | 1.36% | -88.3% |
| Q4 2015 | $91,763,000 | +5260.0% | 450,105 | +5310.6% | 11.60% | +4988.6% |
| Q2 2015 | $1,712,000 | – | 8,319 | – | 0.23% | – |
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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% |