SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,776 filers reported holding SPDR S&P 500 ETF TR in Q4 2016. The put-call ratio across all filers is 1.74 and the average weighting 4.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,575 | +41.5% | 3,684 | +46.8% | 0.25% | +48.5% |
| Q2 2023 | $1,113 | +11.9% | 2,510 | +3.3% | 0.17% | +7.1% |
| Q1 2023 | $995 | -16.0% | 2,429 | -21.6% | 0.16% | -20.4% |
| Q4 2022 | $1,185 | -99.9% | 3,099 | -5.5% | 0.20% | -10.9% |
| Q3 2022 | $1,171,000 | -8.5% | 3,279 | -3.3% | 0.22% | -4.3% |
| Q2 2022 | $1,280,000 | -13.7% | 3,392 | +3.3% | 0.23% | -13.2% |
| Q1 2022 | $1,483,000 | -25.7% | 3,284 | -21.9% | 0.26% | -30.4% |
| Q4 2021 | $1,997,000 | +40.3% | 4,204 | +26.8% | 0.38% | +27.9% |
| Q3 2021 | $1,423,000 | +0.6% | 3,315 | +0.4% | 0.30% | -2.3% |
| Q2 2021 | $1,414,000 | +10.5% | 3,302 | +2.2% | 0.30% | +0.7% |
| Q1 2021 | $1,280,000 | +6.3% | 3,231 | +0.3% | 0.30% | +2.7% |
| Q4 2020 | $1,204,000 | +21.4% | 3,220 | +8.7% | 0.30% | +11.7% |
| Q3 2020 | $992,000 | -9.4% | 2,961 | -16.6% | 0.26% | -16.2% |
| Q2 2020 | $1,095,000 | +44.8% | 3,551 | +21.1% | 0.32% | +32.9% |
| Q1 2020 | $756,000 | -18.7% | 2,933 | +1.6% | 0.24% | +1.3% |
| Q4 2019 | $930,000 | +8.5% | 2,888 | +0.1% | 0.23% | +5.9% |
| Q3 2019 | $857,000 | -0.9% | 2,886 | -2.3% | 0.22% | -3.9% |
| Q2 2019 | $865,000 | +14.6% | 2,953 | +10.1% | 0.23% | +25.0% |
| Q1 2019 | $755,000 | +13.2% | 2,682 | +0.4% | 0.18% | -1.1% |
| Q4 2018 | $667,000 | -15.6% | 2,670 | -1.8% | 0.19% | -19.1% |
| Q3 2018 | $790,000 | +25.6% | 2,718 | +17.2% | 0.23% | -1.7% |
| Q2 2018 | $629,000 | +0.2% | 2,319 | -2.9% | 0.23% | -13.7% |
| Q1 2018 | $628,000 | -15.5% | 2,388 | -14.3% | 0.27% | -3.9% |
| Q4 2017 | $743,000 | +9.6% | 2,786 | +3.2% | 0.28% | -14.5% |
| Q3 2017 | $678,000 | +12.3% | 2,700 | +8.2% | 0.33% | -9.6% |
| Q2 2017 | $604,000 | +9.8% | 2,496 | +7.0% | 0.36% | +67.4% |
| Q1 2017 | $550,000 | +18.5% | 2,332 | +12.4% | 0.22% | -6.0% |
| Q4 2016 | $464,000 | +3.3% | 2,075 | 0.0% | 0.23% | -22.4% |
| Q3 2016 | $449,000 | +3.5% | 2,075 | +0.2% | 0.30% | -1.0% |
| Q2 2016 | $434,000 | -29.8% | 2,070 | -31.2% | 0.30% | -52.5% |
| Q1 2016 | $618,000 | +29.6% | 3,009 | +28.7% | 0.64% | +36.2% |
| Q4 2015 | $477,000 | +6.7% | 2,338 | +0.2% | 0.47% | +5.9% |
| Q3 2015 | $447,000 | -99.8% | 2,333 | +133.1% | 0.44% | +162.5% |
| Q4 2014 | $205,746,000 | – | 1,001 | – | 0.17% | – |
Download | ||||||
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% |