SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,546 filers reported holding SPDR S&P 500 ETF TR in Q4 2019. The put-call ratio across all filers is 1.59 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,900,820 | +1.8% | 20,771 | +5.3% | 1.60% | +4.2% |
| Q2 2023 | $8,745,931 | +8.3% | 19,730 | 0.0% | 1.54% | +1.9% |
| Q1 2023 | $8,077,265 | +5.2% | 19,730 | -1.7% | 1.51% | -5.1% |
| Q4 2022 | $7,678,253 | -9.7% | 20,076 | -15.7% | 1.59% | -18.7% |
| Q3 2022 | $8,505,000 | -5.8% | 23,811 | -0.5% | 1.95% | +2.7% |
| Q2 2022 | $9,029,000 | -16.7% | 23,933 | -0.3% | 1.90% | -2.3% |
| Q1 2022 | $10,842,000 | +0.0% | 24,005 | +5.2% | 1.95% | +2.4% |
| Q4 2021 | $10,838,000 | +225.0% | 22,819 | +193.6% | 1.90% | +134.7% |
| Q3 2021 | $3,335,000 | +140.4% | 7,773 | +141.2% | 0.81% | +129.5% |
| Q2 2021 | $1,387,000 | +14.1% | 3,222 | +5.1% | 0.35% | +5.1% |
| Q1 2021 | $1,216,000 | -3.9% | 3,067 | -9.4% | 0.34% | -8.2% |
| Q4 2020 | $1,266,000 | +11.9% | 3,385 | +0.3% | 0.37% | -3.7% |
| Q3 2020 | $1,131,000 | +2.8% | 3,376 | -5.4% | 0.38% | -6.9% |
| Q2 2020 | $1,100,000 | -18.8% | 3,569 | -32.1% | 0.41% | -33.9% |
| Q1 2020 | $1,355,000 | -8.0% | 5,257 | +14.9% | 0.62% | +9.4% |
| Q4 2019 | $1,473,000 | +9.4% | 4,576 | +0.8% | 0.56% | -8.0% |
| Q3 2019 | $1,347,000 | -6.7% | 4,539 | -7.9% | 0.61% | -28.0% |
| Q2 2019 | $1,444,000 | -2.0% | 4,927 | -5.6% | 0.85% | -16.0% |
| Q1 2019 | $1,474,000 | – | 5,219 | – | 1.01% | – |
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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% |