SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,775 filers reported holding SPDR S&P 500 ETF TR in Q1 2017. The put-call ratio across all filers is 1.83 and the average weighting 4.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,524,000 | -17.3% | 10,100 | -3.8% | 3.38% | +10.5% |
| Q3 2018 | $3,052,000 | -4.7% | 10,500 | -11.0% | 3.06% | -7.4% |
| Q2 2018 | $3,201,000 | +4.0% | 11,800 | +0.9% | 3.30% | -2.9% |
| Q1 2018 | $3,079,000 | +239.5% | 11,700 | +244.1% | 3.40% | +216.8% |
| Q4 2017 | $907,000 | -81.8% | 3,400 | -82.8% | 1.07% | -83.3% |
| Q3 2017 | $4,974,000 | -12.8% | 19,800 | -16.1% | 6.44% | -10.8% |
| Q2 2017 | $5,706,000 | -1.6% | 23,600 | -4.1% | 7.22% | +9.3% |
| Q1 2017 | $5,799,000 | +8.3% | 24,600 | +2.7% | 6.60% | +10.9% |
| Q4 2016 | $5,353,000 | -11.6% | 23,949 | -14.5% | 5.96% | -18.5% |
| Q3 2016 | $6,057,000 | -1.3% | 28,000 | -4.4% | 7.31% | -6.8% |
| Q2 2016 | $6,138,000 | -44.0% | 29,300 | -45.5% | 7.84% | -9.6% |
| Q1 2016 | $10,952,000 | +100.0% | 53,720 | +100.0% | 8.68% | +19.7% |
| Q4 2015 | $5,476,000 | – | 26,860 | – | 7.25% | – |
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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% |