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 2023 | $12,786,193 | -13.1% | 29,911 | -9.9% | 2.70% | -8.2% |
| Q2 2023 | $14,714,545 | +7.4% | 33,192 | -0.8% | 2.95% | +1.8% |
| Q1 2023 | $13,696,985 | -19.9% | 33,458 | -25.1% | 2.90% | -25.1% |
| Q4 2022 | $17,092,349 | +9.2% | 44,695 | +2.0% | 3.86% | -0.9% |
| Q3 2022 | $15,653,000 | -2.4% | 43,825 | +3.1% | 3.90% | +0.6% |
| Q2 2022 | $16,038,000 | -17.4% | 42,515 | -1.2% | 3.88% | -5.0% |
| Q1 2022 | $19,427,000 | -6.6% | 43,015 | -1.7% | 4.08% | -4.2% |
| Q4 2021 | $20,790,000 | -11.3% | 43,773 | -19.9% | 4.26% | -17.7% |
| Q3 2021 | $23,439,000 | -0.7% | 54,618 | -0.9% | 5.18% | +1.7% |
| Q2 2021 | $23,595,000 | +139.8% | 55,120 | +122.0% | 5.09% | +113.5% |
| Q1 2021 | $9,838,000 | +4.9% | 24,825 | -1.0% | 2.38% | -2.2% |
| Q4 2020 | $9,375,000 | +12.3% | 25,074 | +0.6% | 2.44% | -2.2% |
| Q3 2020 | $8,347,000 | +9.8% | 24,924 | +1.1% | 2.49% | -0.3% |
| Q2 2020 | $7,605,000 | +18.1% | 24,664 | -1.3% | 2.50% | +3.3% |
| Q1 2020 | $6,441,000 | -19.9% | 24,989 | +0.0% | 2.42% | -4.4% |
| Q4 2019 | $8,040,000 | +8.5% | 24,979 | +0.1% | 2.53% | 0.0% |
| Q3 2019 | $7,408,000 | +0.7% | 24,963 | -0.5% | 2.53% | -2.2% |
| Q2 2019 | $7,354,000 | +2.0% | 25,099 | -1.7% | 2.59% | -2.1% |
| Q1 2019 | $7,211,000 | +10.3% | 25,528 | -2.4% | 2.64% | +0.6% |
| Q4 2018 | $6,540,000 | – | 26,168 | – | 2.63% | – |
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% |