Kaizen Advisory, LLC - SPDR S&P 500 ETF TR ownership

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
Kaizen Advisory, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q4 2018$19,058,000
-35.9%
76,256
-25.4%
13.24%
-14.7%
Q3 2018$29,732,000
+6.4%
102,271
-0.7%
15.52%
+9.3%
Q2 2018$27,931,000
-49.0%
102,961
-50.6%
14.19%
-73.8%
Q1 2018$54,803,000
+350.8%
208,257
+357.1%
54.11%
+645.5%
Q4 2017$12,157,00045,5567.26%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2018
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders