SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,027 filers reported holding SPDR S&P 500 ETF TR in Q1 2018. The put-call ratio across all filers is 1.75 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,118,341 | -14.1% | 4,955 | -10.9% | 0.00% | -20.0% |
| Q2 2023 | $2,465,088 | +330.4% | 5,561 | +297.5% | 0.01% | +400.0% |
| Q1 2023 | $572,736 | +149830.9% | 1,399 | +139800.0% | 0.00% | – |
| Q4 2022 | $382 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $1,160,000 | -22.7% | 3,076 | -12.1% | 0.00% | -33.3% |
| Q3 2021 | $1,501,000 | +177.4% | 3,500 | +66.7% | 0.00% | +200.0% |
| Q1 2020 | $541,000 | +21.6% | 2,100 | +40.0% | 0.00% | 0.0% |
| Q3 2019 | $445,000 | -36.7% | 1,500 | -37.5% | 0.00% | 0.0% |
| Q2 2019 | $703,000 | +1.6% | 2,400 | -13.4% | 0.00% | -50.0% |
| Q4 2018 | $692,000 | +48.8% | 2,770 | +73.1% | 0.00% | +100.0% |
| Q3 2018 | $465,000 | +92.9% | 1,600 | +77.8% | 0.00% | – |
| Q4 2017 | $241,000 | -52.0% | 900 | -55.0% | 0.00% | -100.0% |
| Q3 2017 | $502,000 | – | 2,000 | – | 0.00% | – |
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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% |