SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,024 filers reported holding SPDR S&P 500 ETF TR in Q2 2018. The put-call ratio across all filers is 1.38 and the average weighting 4.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,475,000 | -16.9% | 101,989 | -0.5% | 4.20% | -19.0% |
| Q1 2022 | $46,309,000 | -4.9% | 102,535 | +0.0% | 5.18% | -1.2% |
| Q4 2021 | $48,676,000 | +7.3% | 102,485 | -3.1% | 5.24% | +1.3% |
| Q3 2021 | $45,385,417 | +1.0% | 105,759 | +0.8% | 5.18% | -5.2% |
| Q2 2021 | $44,925,325 | +8.0% | 104,951 | -0.0% | 5.46% | -14.1% |
| Q1 2021 | $41,596,022 | +7.2% | 104,953 | +1.1% | 6.35% | -2.7% |
| Q4 2020 | $38,795,658 | +12.5% | 103,765 | +0.8% | 6.53% | +2.5% |
| Q3 2020 | $34,481,949 | +11.5% | 102,965 | +2.7% | 6.37% | -3.6% |
| Q2 2020 | $30,920,491 | +76.5% | 100,274 | +47.5% | 6.61% | -30.1% |
| Q1 2020 | $17,516,690 | -20.8% | 67,960 | -1.1% | 9.45% | -7.5% |
| Q4 2019 | $22,109,529 | +9.5% | 68,693 | +0.9% | 10.22% | -0.4% |
| Q3 2019 | $20,200,540 | +2.0% | 68,068 | +0.7% | 10.26% | -0.7% |
| Q2 2019 | $19,813,539 | +1.9% | 67,623 | -1.8% | 10.33% | -2.4% |
| Q1 2019 | $19,453,550 | +14.0% | 68,867 | +0.9% | 10.58% | +2.4% |
| Q4 2018 | $17,060,789 | -12.1% | 68,265 | +2.3% | 10.33% | -1.0% |
| Q3 2018 | $19,402,071 | +8.1% | 66,738 | +0.9% | 10.44% | -2.2% |
| Q2 2018 | $17,945,172 | +2.9% | 66,150 | -0.2% | 10.67% | -0.8% |
| Q1 2018 | $17,440,793 | -1.9% | 66,277 | -0.5% | 10.76% | -4.8% |
| Q4 2017 | $17,772,075 | +5.1% | 66,597 | -1.0% | 11.31% | -3.6% |
| Q3 2017 | $16,904,513 | – | 67,287 | – | 11.73% | – |
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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% |