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 | $8,638,899 | +0.2% | 20,209 | +3.9% | 2.22% | +5.2% |
| Q2 2023 | $8,625,051 | +9.4% | 19,457 | +1.0% | 2.11% | +3.8% |
| Q1 2023 | $7,883,438 | +5.7% | 19,257 | -1.2% | 2.03% | +0.2% |
| Q4 2022 | $7,456,336 | +14.7% | 19,497 | +7.1% | 2.03% | +12.7% |
| Q3 2022 | $6,502,000 | -13.3% | 18,204 | -8.4% | 1.80% | -10.5% |
| Q2 2022 | $7,500,000 | -9.7% | 19,882 | +8.1% | 2.01% | +2.8% |
| Q1 2022 | $8,307,000 | +2.3% | 18,394 | +7.5% | 1.96% | +5.0% |
| Q4 2021 | $8,124,000 | +15.1% | 17,105 | +4.0% | 1.86% | +4.6% |
| Q3 2021 | $7,056,000 | +7.6% | 16,443 | +7.3% | 1.78% | +6.6% |
| Q2 2021 | $6,557,000 | +22.9% | 15,319 | +13.8% | 1.67% | +12.7% |
| Q1 2021 | $5,334,000 | +45.1% | 13,457 | +36.9% | 1.48% | +33.1% |
| Q4 2020 | $3,676,000 | +41.4% | 9,832 | +26.6% | 1.12% | +22.2% |
| Q3 2020 | $2,600,000 | +11.3% | 7,766 | +3.3% | 0.91% | +4.2% |
| Q2 2020 | $2,335,000 | +15.0% | 7,519 | -8.8% | 0.88% | -9.1% |
| Q1 2020 | $2,030,000 | +7.2% | 8,249 | +41.5% | 0.96% | +52.5% |
| Q4 2019 | $1,893,000 | +1.6% | 5,829 | -8.3% | 0.63% | -6.5% |
| Q3 2019 | $1,863,000 | +11.8% | 6,355 | +12.7% | 0.68% | +8.5% |
| Q2 2019 | $1,666,000 | -1.9% | 5,637 | -5.2% | 0.62% | -9.4% |
| Q1 2019 | $1,699,000 | +11.2% | 5,947 | -2.7% | 0.69% | -1.3% |
| Q4 2018 | $1,528,000 | – | 6,114 | – | 0.70% | – |
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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% |