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 2018 | $5,643,000 | +23.0% | 19,412 | +14.8% | 2.46% | +16.0% |
| Q2 2018 | $4,588,000 | +10.3% | 16,912 | +7.0% | 2.12% | +15.5% |
| Q1 2018 | $4,161,000 | +3.4% | 15,812 | +4.9% | 1.83% | +4.6% |
| Q4 2017 | $4,023,000 | +32.8% | 15,074 | +24.9% | 1.75% | +30.9% |
| Q3 2017 | $3,030,000 | +57.0% | 12,070 | +51.5% | 1.34% | +52.2% |
| Q2 2017 | $1,930,000 | +1.7% | 7,968 | 0.0% | 0.88% | -1.1% |
| Q1 2017 | $1,897,000 | +156.4% | 7,968 | +140.7% | 0.89% | +132.4% |
| Q4 2016 | $740,000 | +17.8% | 3,310 | +14.0% | 0.38% | -11.8% |
| Q3 2016 | $628,000 | +2.1% | 2,903 | -1.1% | 0.43% | -10.1% |
| Q2 2016 | $615,000 | +49.3% | 2,935 | +46.4% | 0.48% | +68.9% |
| Q1 2016 | $412,000 | +0.7% | 2,005 | 0.0% | 0.29% | +4.4% |
| Q4 2015 | $409,000 | – | 2,005 | – | 0.27% | – |
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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% |