SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,659 filers reported holding SPDR S&P 500 ETF TR in Q3 2016. The put-call ratio across all filers is 1.83 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $666 | -99.9% | 1,741 | +0.9% | 0.15% | -6.2% |
| Q3 2022 | $617,000 | -41.2% | 1,726 | -38.0% | 0.16% | -33.9% |
| Q2 2022 | $1,050,000 | -14.9% | 2,784 | +1.9% | 0.24% | +2.5% |
| Q1 2022 | $1,234,000 | -66.9% | 2,733 | -65.2% | 0.24% | -64.3% |
| Q4 2021 | $3,731,000 | +14.9% | 7,855 | +3.9% | 0.66% | +5.8% |
| Q3 2021 | $3,246,000 | -3.6% | 7,563 | -3.8% | 0.62% | -7.1% |
| Q2 2021 | $3,367,000 | +41.5% | 7,865 | -3.2% | 0.67% | -2.0% |
| Q2 2019 | $2,380,000 | -43.9% | 8,125 | -44.1% | 0.69% | -54.7% |
| Q3 2018 | $4,239,000 | +8.1% | 14,533 | -4.6% | 1.52% | -3.3% |
| Q2 2018 | $3,920,000 | 0.0% | 15,226 | 0.0% | 1.57% | -1.4% |
| Q1 2018 | $3,920,000 | +6.9% | 15,226 | +5.5% | 1.59% | +17.2% |
| Q3 2017 | $3,666,000 | +9.2% | 14,436 | +4.2% | 1.36% | +2.8% |
| Q2 2017 | $3,356,000 | +5.9% | 13,848 | -0.9% | 1.32% | -13.0% |
| Q4 2016 | $3,170,000 | -98.4% | 13,980 | +1411.4% | 1.52% | +1280.0% |
| Q3 2016 | $201,000,000 | – | 925 | – | 0.11% | – |
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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% |