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 | $61,985 | -3.6% | 145 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $64,276 | -19.1% | 145 | -25.3% | 0.02% | -32.3% |
| Q1 2023 | $79,422 | +42.2% | 194 | +32.9% | 0.03% | +29.2% |
| Q4 2022 | $55,835 | -99.1% | 146 | -99.2% | 0.02% | -99.0% |
| Q3 2022 | $6,315,000 | +9186.8% | 17,681 | +9722.8% | 2.48% | +8455.2% |
| Q2 2022 | $68,000 | -16.0% | 180 | 0.0% | 0.03% | +31.8% |
| Q1 2022 | $81,000 | -4.7% | 180 | +0.6% | 0.02% | 0.0% |
| Q4 2021 | $85,000 | +10.4% | 179 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $77,000 | +5.5% | 179 | +4.7% | 0.02% | +4.5% |
| Q2 2021 | $73,000 | +7.4% | 171 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $68,000 | +6.2% | 171 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $64,000 | +12.3% | 171 | +0.6% | 0.02% | 0.0% |
| Q3 2020 | $57,000 | +9.6% | 170 | 0.0% | 0.02% | -11.5% |
| Q2 2020 | $52,000 | +18.2% | 170 | -0.6% | 0.03% | -16.1% |
| Q1 2020 | $44,000 | -12.0% | 171 | +9.6% | 0.03% | -11.4% |
| Q4 2019 | $50,000 | – | 156 | – | 0.04% | – |
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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% |