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 | $295 | -3.6% | 690 | 0.0% | 0.09% | -3.1% |
| Q2 2023 | $306 | +8.5% | 690 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $282 | +3.7% | 690 | -2.8% | 0.10% | +1.1% |
| Q4 2022 | $272 | -99.9% | 710 | 0.0% | 0.10% | +2.2% |
| Q3 2022 | $254,000 | +63.9% | 710 | +73.2% | 0.09% | +72.2% |
| Q2 2022 | $155,000 | -16.2% | 410 | 0.0% | 0.05% | +3.8% |
| Q1 2022 | $185,000 | -5.1% | 410 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $195,000 | -80.3% | 410 | -82.2% | 0.05% | -81.3% |
| Q3 2021 | $989,000 | +382.4% | 2,305 | +380.2% | 0.28% | +373.3% |
| Q2 2021 | $205,000 | +7.9% | 480 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $190,000 | +6.1% | 480 | 0.0% | 0.06% | +1.7% |
| Q4 2020 | $179,000 | +11.2% | 480 | 0.0% | 0.06% | -9.1% |
| Q3 2020 | $161,000 | +8.8% | 480 | 0.0% | 0.07% | -32.0% |
| Q2 2020 | $148,000 | +13.8% | 480 | -5.0% | 0.10% | +4.3% |
| Q1 2020 | $130,000 | -74.5% | 505 | -68.2% | 0.09% | -64.5% |
| Q4 2019 | $510,000 | +3.9% | 1,586 | -4.2% | 0.26% | -3.7% |
| Q3 2019 | $491,000 | -16.8% | 1,656 | -17.8% | 0.27% | -17.6% |
| Q2 2019 | $590,000 | +3.5% | 2,015 | -0.2% | 0.33% | -0.6% |
| Q1 2019 | $570,000 | +17.5% | 2,020 | +4.2% | 0.33% | +6.1% |
| Q4 2018 | $485,000 | +5288.9% | 1,939 | +6363.3% | 0.31% | +5116.7% |
| Q3 2018 | $9,000 | – | 30 | – | 0.01% | – |
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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% |