SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,273 filers reported holding SPDR S&P 500 ETF TR in Q3 2019. The put-call ratio across all filers is 1.64 and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,205,776 | -2.0% | 7,483 | +1.6% | 2.24% | -2.7% |
| Q2 2023 | $3,272,594 | +9.5% | 7,366 | +0.9% | 2.30% | +5.3% |
| Q1 2023 | $2,989,825 | +9.9% | 7,303 | +2.6% | 2.19% | +2.8% |
| Q4 2022 | $2,721,080 | +7.0% | 7,115 | -0.1% | 2.13% | +2.4% |
| Q3 2022 | $2,543,000 | -3.9% | 7,120 | +1.5% | 2.08% | +2.5% |
| Q2 2022 | $2,647,000 | -12.9% | 7,017 | +4.2% | 2.03% | +1.1% |
| Q1 2022 | $3,040,000 | -2.3% | 6,731 | +2.7% | 2.01% | -0.7% |
| Q4 2021 | $3,112,000 | +14.7% | 6,551 | +3.7% | 2.02% | +19.4% |
| Q3 2021 | $2,712,000 | +15.2% | 6,320 | +14.8% | 1.69% | +19.5% |
| Q2 2021 | $2,355,000 | +18.2% | 5,503 | +9.5% | 1.42% | +7.7% |
| Q1 2021 | $1,992,000 | +12.4% | 5,027 | +6.0% | 1.32% | +3.1% |
| Q4 2020 | $1,773,000 | +21.9% | 4,743 | +11.8% | 1.28% | +9.2% |
| Q3 2020 | $1,455,000 | +6.7% | 4,243 | +4.5% | 1.17% | +9.4% |
| Q2 2020 | $1,363,000 | +40.1% | 4,062 | +7.5% | 1.07% | +11.1% |
| Q1 2020 | $973,000 | +30.3% | 3,777 | +62.8% | 0.96% | +58.7% |
| Q4 2019 | $747,000 | +2.9% | 2,320 | -5.2% | 0.61% | -22.1% |
| Q3 2019 | $726,000 | – | 2,448 | – | 0.78% | – |
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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% |