SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,252 filers reported holding SPDR S&P 500 ETF TR in Q1 2019. The put-call ratio across all filers is 1.69 and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,776,658 | +1.3% | 4,156 | +5.1% | 1.18% | +3.1% |
| Q2 2023 | $1,753,377 | +8.6% | 3,955 | +0.3% | 1.14% | -17.2% |
| Q1 2023 | $1,615,230 | +7.2% | 3,945 | +0.1% | 1.38% | -2.9% |
| Q4 2022 | $1,507,172 | +2.0% | 3,941 | -4.7% | 1.42% | -15.7% |
| Q3 2022 | $1,477,000 | -14.4% | 4,135 | -9.6% | 1.69% | -0.5% |
| Q2 2022 | $1,726,000 | -19.9% | 4,574 | -4.1% | 1.70% | +27.5% |
| Q1 2022 | $2,154,000 | -12.2% | 4,770 | -7.6% | 1.33% | +14.4% |
| Q4 2021 | $2,453,000 | +10.8% | 5,164 | +0.1% | 1.16% | +11.0% |
| Q3 2021 | $2,214,000 | -2.6% | 5,160 | -2.8% | 1.05% | +0.8% |
| Q2 2021 | $2,273,000 | +5.6% | 5,310 | -2.2% | 1.04% | -6.6% |
| Q1 2021 | $2,152,000 | +0.1% | 5,430 | -5.5% | 1.11% | -1.9% |
| Q4 2020 | $2,149,000 | +46.6% | 5,748 | +31.3% | 1.14% | +26.7% |
| Q3 2020 | $1,466,000 | +7.8% | 4,377 | -0.8% | 0.90% | -6.1% |
| Q2 2020 | $1,360,000 | +19.7% | 4,411 | +0.2% | 0.95% | -40.9% |
| Q1 2020 | $1,136,000 | -23.2% | 4,404 | -4.2% | 1.62% | +58.3% |
| Q4 2019 | $1,479,000 | +55.2% | 4,597 | +43.1% | 1.02% | +37.5% |
| Q3 2019 | $953,000 | +1.3% | 3,212 | 0.0% | 0.74% | -2.4% |
| Q2 2019 | $941,000 | +3.7% | 3,212 | 0.0% | 0.76% | -1.7% |
| Q1 2019 | $907,000 | +2.1% | 3,212 | -9.6% | 0.77% | -24.7% |
| Q4 2018 | $888,000 | -15.7% | 3,552 | -1.9% | 1.03% | +26.8% |
| Q3 2018 | $1,053,000 | +7.1% | 3,622 | 0.0% | 0.81% | +3.7% |
| Q2 2018 | $983,000 | +3.1% | 3,622 | 0.0% | 0.78% | -0.5% |
| Q1 2018 | $953,000 | -25.3% | 3,622 | -24.2% | 0.78% | -17.8% |
| Q4 2017 | $1,275,000 | +4.5% | 4,777 | -1.6% | 0.95% | -0.7% |
| Q3 2017 | $1,220,000 | +3.9% | 4,857 | 0.0% | 0.96% | -8.7% |
| Q2 2016 | $1,174,000 | – | 4,857 | – | 1.05% | – |
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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% |