SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,624 filers reported holding SPDR S&P 500 ETF TR in Q1 2016. The put-call ratio across all filers is 2.41 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,703 | +59.4% | 14,503 | +1620.4% | 0.24% | +10.3% |
| Q2 2019 | $247,000 | +3.8% | 843 | 0.0% | 0.21% | +3.9% |
| Q1 2019 | $238,000 | -13.8% | 843 | -23.6% | 0.21% | -19.2% |
| Q4 2018 | $276,000 | -27.4% | 1,103 | -22.5% | 0.26% | -20.8% |
| Q4 2017 | $380,000 | +393.5% | 1,424 | +277.7% | 0.32% | +353.5% |
| Q1 2016 | $77,000 | -97.2% | 377 | -97.2% | 0.07% | -97.4% |
| Q4 2015 | $2,765,000 | -24.0% | 13,562 | -28.6% | 2.74% | -16.3% |
| Q3 2015 | $3,640,000 | -27.2% | 18,997 | -21.8% | 3.28% | -30.0% |
| Q2 2015 | $4,998,000 | +175.2% | 24,278 | +174.8% | 4.68% | +176.3% |
| Q4 2014 | $1,816,000 | – | 8,835 | – | 1.69% | – |
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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% |