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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,276,000 | -39.8% | 19,500 | -44.4% | 6.46% | -52.4% |
| Q3 2019 | $10,417,000 | +92.2% | 35,100 | +89.7% | 13.58% | +84.8% |
| Q2 2019 | $5,421,000 | +189.3% | 18,500 | +146.7% | 7.35% | +176.2% |
| Q4 2018 | $1,874,000 | -82.8% | 7,500 | -80.0% | 2.66% | -69.9% |
| Q3 2018 | $10,902,000 | +474.1% | 37,500 | +435.7% | 8.85% | +559.7% |
| Q2 2018 | $1,899,000 | -56.3% | 7,000 | -57.6% | 1.34% | -53.0% |
| Q1 2018 | $4,342,000 | -18.6% | 16,500 | -17.5% | 2.85% | -18.2% |
| Q4 2017 | $5,337,000 | -4.5% | 20,000 | -20.0% | 3.49% | -44.6% |
| Q4 2016 | $5,586,000 | -0.7% | 25,000 | -3.8% | 6.29% | -43.6% |
| Q3 2016 | $5,624,000 | – | 26,000 | – | 11.15% | – |
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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% |