SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,273 filers reported holding SPDR S&P 500 ETF TR in Q3 2019. The put-call ratio across all filers is 1.64 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $470,000 | +10.6% | 1,256 | -0.9% | 0.07% | -14.9% |
| Q3 2020 | $425,000 | +7.1% | 1,268 | -1.6% | 0.09% | +17.6% |
| Q2 2020 | $397,000 | +19.6% | 1,288 | 0.0% | 0.07% | -5.1% |
| Q1 2020 | $332,000 | -22.4% | 1,288 | -10.7% | 0.08% | -12.4% |
| Q3 2019 | $428,000 | +30.5% | 1,442 | +28.8% | 0.09% | +36.9% |
| Q2 2019 | $328,000 | -22.8% | 1,120 | -25.6% | 0.06% | -8.5% |
| Q1 2019 | $425,000 | +5.5% | 1,505 | -6.6% | 0.07% | -4.1% |
| Q4 2018 | $403,000 | -60.3% | 1,612 | -53.9% | 0.07% | -48.6% |
| Q3 2018 | $1,016,000 | -2.2% | 3,495 | -8.7% | 0.14% | -4.0% |
| Q2 2018 | $1,039,000 | -57.7% | 3,830 | -62.7% | 0.15% | -19.4% |
| Q1 2018 | $2,456,000 | +99.0% | 10,255 | +121.8% | 0.19% | +9.4% |
| Q4 2017 | $1,234,000 | -17.4% | 4,624 | -22.2% | 0.17% | -20.6% |
| Q3 2017 | $1,494,000 | +16.9% | 5,946 | +12.5% | 0.21% | +11.5% |
| Q2 2017 | $1,278,000 | -6.2% | 5,285 | -8.6% | 0.19% | -13.9% |
| Q1 2017 | $1,363,000 | -0.3% | 5,780 | -5.5% | 0.22% | +0.9% |
| Q4 2016 | $1,367,000 | -49.1% | 6,115 | -50.8% | 0.22% | -4.3% |
| Q3 2016 | $2,688,000 | +89.3% | 12,430 | +83.3% | 0.23% | -13.2% |
| Q2 2016 | $1,420,000 | -50.2% | 6,781 | -51.2% | 0.27% | -1.5% |
| Q1 2016 | $2,854,000 | +101.7% | 13,882 | +100.0% | 0.27% | +14.4% |
| Q4 2015 | $1,415,000 | – | 6,941 | – | 0.24% | – |
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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% |