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 | $13,212,979 | -9.5% | 30,909 | -6.1% | 5.52% | -7.4% |
| Q2 2023 | $14,597,210 | +5.2% | 32,930 | -2.8% | 5.95% | +0.6% |
| Q1 2023 | $13,875,455 | +2.0% | 33,893 | -4.7% | 5.92% | -5.5% |
| Q4 2022 | $13,605,330 | +6.1% | 35,576 | -0.9% | 6.27% | -2.6% |
| Q3 2022 | $12,818,000 | -8.8% | 35,886 | -3.7% | 6.43% | -14.5% |
| Q2 2022 | $14,055,000 | -17.9% | 37,257 | -1.8% | 7.52% | -9.4% |
| Q1 2022 | $17,127,000 | -11.3% | 37,922 | -6.7% | 8.30% | -11.5% |
| Q4 2021 | $19,301,000 | +7.1% | 40,638 | -3.2% | 9.38% | -4.6% |
| Q3 2021 | $18,020,000 | -3.0% | 41,991 | -3.2% | 9.84% | -5.6% |
| Q2 2021 | $18,572,000 | +8.1% | 43,387 | +0.1% | 10.42% | -3.7% |
| Q1 2021 | $17,181,000 | +11.5% | 43,349 | +5.1% | 10.82% | -0.2% |
| Q4 2020 | $15,414,000 | +16.1% | 41,228 | +4.0% | 10.85% | +1.5% |
| Q3 2020 | $13,278,000 | +17.2% | 39,648 | +7.9% | 10.68% | +2.0% |
| Q2 2020 | $11,329,000 | +71.0% | 36,739 | +43.0% | 10.48% | +38.7% |
| Q1 2020 | $6,624,000 | -48.0% | 25,699 | -35.1% | 7.55% | -22.0% |
| Q4 2019 | $12,749,000 | +10.9% | 39,611 | +2.2% | 9.68% | +2.6% |
| Q3 2019 | $11,499,000 | +28.0% | 38,746 | +26.4% | 9.44% | +27.5% |
| Q2 2019 | $8,984,000 | +22.8% | 30,661 | +18.4% | 7.40% | +19.2% |
| Q1 2019 | $7,316,000 | +143.9% | 25,900 | +115.7% | 6.21% | +99.9% |
| Q4 2018 | $3,000,000 | – | 12,005 | – | 3.10% | – |
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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% |