SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,021 filers reported holding SPDR S&P 500 ETF TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 4.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,875,694 | -4.1% | 13,711 | -0.8% | 0.60% | -5.4% |
| Q2 2023 | $6,127,721 | +12.0% | 13,827 | +3.5% | 0.63% | +0.6% |
| Q1 2023 | $5,471,648 | +10.4% | 13,365 | +3.2% | 0.62% | -1.1% |
| Q4 2022 | $4,954,249 | +7.1% | 12,955 | +0.1% | 0.63% | -9.3% |
| Q3 2022 | $4,625,000 | +1.4% | 12,947 | +7.1% | 0.70% | -4.8% |
| Q2 2022 | $4,559,000 | -13.5% | 12,084 | +3.6% | 0.73% | -17.7% |
| Q1 2022 | $5,268,000 | -4.9% | 11,664 | +0.0% | 0.89% | -9.5% |
| Q4 2021 | $5,539,000 | +10.8% | 11,662 | +0.1% | 0.98% | -15.1% |
| Q3 2021 | $5,000,000 | -0.4% | 11,652 | -0.6% | 1.16% | -6.1% |
| Q2 2021 | $5,018,000 | +6.2% | 11,724 | -1.1% | 1.23% | -2.8% |
| Q1 2021 | $4,723,000 | +6.7% | 11,851 | +0.1% | 1.27% | -7.1% |
| Q4 2020 | $4,428,000 | +12.1% | 11,835 | +0.9% | 1.36% | -4.2% |
| Q3 2020 | $3,950,000 | +8.5% | 11,734 | +0.1% | 1.42% | +1.4% |
| Q2 2020 | $3,641,000 | +18.5% | 11,726 | +0.1% | 1.40% | +3.2% |
| Q1 2020 | $3,072,000 | -20.0% | 11,717 | -1.3% | 1.36% | -7.0% |
| Q4 2019 | $3,840,000 | +11.3% | 11,874 | +2.3% | 1.46% | +0.4% |
| Q3 2019 | $3,449,000 | +20.3% | 11,607 | +18.6% | 1.46% | +21.5% |
| Q2 2019 | $2,867,000 | -9.3% | 9,784 | -12.6% | 1.20% | -11.9% |
| Q1 2019 | $3,161,000 | +13.6% | 11,191 | +0.5% | 1.36% | +1.3% |
| Q4 2018 | $2,782,000 | -13.4% | 11,131 | +1.1% | 1.34% | -12.3% |
| Q3 2018 | $3,211,000 | +7.4% | 11,010 | +0.0% | 1.53% | +0.7% |
| Q2 2018 | $2,991,000 | +5.4% | 11,005 | +0.0% | 1.52% | +2.6% |
| Q1 2018 | $2,838,000 | -7.7% | 11,000 | -2.2% | 1.48% | -1.1% |
| Q4 2017 | $3,075,000 | +13.8% | 11,250 | +5.7% | 1.50% | +9.2% |
| Q3 2017 | $2,703,000 | +4.0% | 10,644 | -0.8% | 1.37% | -0.5% |
| Q2 2017 | $2,600,000 | -8.8% | 10,729 | +3.0% | 1.38% | -2.7% |
| Q1 2017 | $2,852,000 | +18.4% | 10,413 | -2.0% | 1.42% | +8.7% |
| Q4 2016 | $2,408,000 | -5.0% | 10,622 | -9.3% | 1.31% | -6.1% |
| Q3 2016 | $2,534,000 | +11.3% | 11,714 | +7.8% | 1.39% | +11.2% |
| Q2 2016 | $2,277,000 | +0.8% | 10,870 | -1.1% | 1.25% | -2.0% |
| Q1 2016 | $2,259,000 | +1.1% | 10,990 | +0.3% | 1.28% | -4.6% |
| Q4 2015 | $2,234,000 | -3.7% | 10,957 | -9.5% | 1.34% | -9.4% |
| Q3 2015 | $2,320,000 | +4.0% | 12,105 | +11.8% | 1.48% | +3.0% |
| Q2 2015 | $2,231,000 | -0.1% | 10,824 | +0.0% | 1.43% | +2.6% |
| Q1 2015 | $2,234,000 | +4.1% | 10,821 | +3.7% | 1.40% | +0.1% |
| Q4 2014 | $2,145,000 | +8.4% | 10,435 | +3.9% | 1.40% | +3.2% |
| Q3 2014 | $1,979,000 | +3.6% | 10,048 | +3.0% | 1.35% | +5.3% |
| Q2 2014 | $1,910,000 | +3.2% | 9,755 | -1.5% | 1.28% | -3.4% |
| Q1 2014 | $1,851,000 | +1.3% | 9,899 | +0.1% | 1.33% | -3.7% |
| Q4 2013 | $1,827,000 | +10.0% | 9,893 | +0.0% | 1.38% | +3.1% |
| Q3 2013 | $1,661,000 | +6.0% | 9,889 | +1.3% | 1.34% | -0.5% |
| Q2 2013 | $1,567,000 | +2.5% | 9,764 | +0.0% | 1.35% | -0.6% |
| Q1 2013 | $1,529,000 | +27.7% | 9,760 | +16.1% | 1.35% | +18.5% |
| Q4 2012 | $1,197,000 | -1.1% | 8,408 | +0.0% | 1.14% | -9.7% |
| Q3 2012 | $1,210,000 | +7.9% | 8,405 | +2.0% | 1.27% | -1.4% |
| Q2 2012 | $1,121,000 | -2.1% | 8,239 | +1.4% | 1.28% | +19.3% |
| Q1 2012 | $1,145,000 | – | 8,129 | – | 1.08% | – |
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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% |