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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $422,000 | +7.7% | 1,314 | 0.0% | 0.41% | -10.9% |
| Q3 2019 | $392,000 | +78.2% | 1,314 | +80.0% | 0.46% | +102.2% |
| Q2 2019 | $220,000 | +3.8% | 730 | -2.7% | 0.23% | -2.6% |
| Q1 2019 | $212,000 | -22.6% | 750 | -24.2% | 0.23% | -26.3% |
| Q4 2018 | $274,000 | 0.0% | 990 | 0.0% | 0.32% | +20.2% |
| Q3 2018 | $274,000 | -16.2% | 990 | -15.4% | 0.26% | -7.4% |
| Q2 2018 | $327,000 | -0.3% | 1,170 | -4.9% | 0.28% | -6.6% |
| Q1 2018 | $328,000 | -73.8% | 1,230 | -72.7% | 0.30% | -72.7% |
| Q4 2017 | $1,254,000 | – | 4,500 | – | 1.12% | – |
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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% |