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 | $6,182,120 | -3.3% | 14,462 | +0.3% | 0.90% | -3.7% |
| Q2 2023 | $6,392,555 | +9.7% | 14,421 | +1.4% | 0.94% | +3.1% |
| Q1 2023 | $5,824,988 | +9.1% | 14,228 | +1.9% | 0.91% | +1.9% |
| Q4 2022 | $5,338,233 | +9.3% | 13,959 | +2.0% | 0.89% | -5.5% |
| Q3 2022 | $4,886,000 | -5.1% | 13,680 | +0.2% | 0.95% | -9.7% |
| Q2 2022 | $5,148,000 | -12.3% | 13,646 | +5.0% | 1.05% | +11.3% |
| Q1 2022 | $5,871,000 | +2.9% | 12,999 | +8.2% | 0.94% | +4.1% |
| Q4 2021 | $5,706,000 | +13.3% | 12,014 | +2.4% | 0.90% | +5.5% |
| Q3 2021 | $5,037,000 | +0.3% | 11,737 | +0.1% | 0.86% | +12.6% |
| Q2 2021 | $5,021,000 | +16.6% | 11,730 | +8.0% | 0.76% | -13.7% |
| Q1 2021 | $4,305,000 | +8.3% | 10,862 | +2.2% | 0.88% | -2.9% |
| Q4 2020 | $3,974,000 | +11.7% | 10,629 | +0.0% | 0.91% | -5.8% |
| Q3 2020 | $3,558,000 | +9.4% | 10,624 | +0.7% | 0.96% | -0.4% |
| Q2 2020 | $3,253,000 | +27.6% | 10,549 | +6.7% | 0.97% | -4.4% |
| Q1 2020 | $2,549,000 | -33.5% | 9,890 | -16.9% | 1.01% | -11.3% |
| Q4 2019 | $3,831,000 | +8.3% | 11,901 | -0.1% | 1.14% | +3.2% |
| Q3 2019 | $3,536,000 | +1.3% | 11,915 | +0.0% | 1.11% | +4.8% |
| Q2 2019 | $3,491,000 | +3.7% | 11,914 | +0.0% | 1.06% | -1.1% |
| Q1 2019 | $3,365,000 | +8.0% | 11,913 | -4.4% | 1.07% | -26.0% |
| Q4 2018 | $3,115,000 | – | 12,462 | – | 1.44% | – |
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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% |