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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $20,532,000 | +0.3% | 47,844 | 0.0% | 48.55% | +72.5% |
| Q2 2021 | $20,480,000 | -13.7% | 47,844 | -20.1% | 28.14% | -27.2% |
| Q1 2021 | $23,718,000 | +5.7% | 59,844 | -0.3% | 38.67% | +10.1% |
| Q4 2020 | $22,432,000 | +1.6% | 59,996 | -9.0% | 35.11% | +70.6% |
| Q3 2020 | $22,074,000 | -16.8% | 65,912 | -23.4% | 20.59% | -22.1% |
| Q2 2020 | $26,538,000 | -7.3% | 86,061 | -22.5% | 26.42% | -3.2% |
| Q1 2020 | $28,615,000 | +3.3% | 111,021 | +29.0% | 27.31% | -17.5% |
| Q4 2019 | $27,700,000 | +8.5% | 86,061 | 0.0% | 33.10% | +2.5% |
| Q3 2019 | $25,541,000 | +0.7% | 86,061 | -0.6% | 32.31% | +54.0% |
| Q2 2019 | $25,363,000 | +1.8% | 86,564 | -1.9% | 20.98% | -1.5% |
| Q1 2019 | $24,924,000 | -11.4% | 88,234 | -21.3% | 21.30% | -13.0% |
| Q4 2018 | $28,117,000 | – | 112,184 | – | 24.48% | – |
Download | ||||||
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% |