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 | $130 | -66.7% | 305 | -65.3% | 0.00% | -50.0% |
| Q2 2023 | $390 | -48.2% | 880 | -52.3% | 0.00% | +100.0% |
| Q1 2023 | $753 | +1436.7% | 1,845 | +1319.2% | 0.00% | – |
| Q4 2022 | $49 | -100.0% | 130 | -67.9% | 0.00% | -100.0% |
| Q3 2022 | $144,000 | -83.3% | 405 | -82.3% | 0.00% | -75.0% |
| Q2 2022 | $863,000 | +38.5% | 2,290 | +65.9% | 0.00% | +100.0% |
| Q1 2022 | $623,000 | -48.1% | 1,380 | -45.5% | 0.00% | -50.0% |
| Q4 2021 | $1,201,000 | +160.5% | 2,530 | +135.3% | 0.00% | +100.0% |
| Q3 2021 | $461,000 | -20.1% | 1,075 | -20.4% | 0.00% | 0.0% |
| Q2 2021 | $577,000 | -62.2% | 1,350 | -65.0% | 0.00% | -66.7% |
| Q1 2021 | $1,527,000 | +123.9% | 3,855 | +111.2% | 0.01% | +100.0% |
| Q4 2020 | $682,000 | +48.9% | 1,825 | +33.2% | 0.00% | +50.0% |
| Q3 2020 | $458,000 | +288.1% | 1,370 | +255.8% | 0.00% | +100.0% |
| Q2 2020 | $118,000 | -53.5% | 385 | -51.3% | 0.00% | 0.0% |
| Q4 2019 | $254,000 | -29.8% | 790 | -35.2% | 0.00% | 0.0% |
| Q3 2019 | $362,000 | +302.2% | 1,220 | +293.5% | 0.00% | – |
| Q2 2019 | $90,000 | -91.4% | 310 | -91.6% | 0.00% | -100.0% |
| Q1 2019 | $1,045,000 | +1074.2% | 3,700 | +927.8% | 0.01% | – |
| Q4 2018 | $89,000 | -95.7% | 360 | -95.3% | 0.00% | -100.0% |
| Q2 2018 | $2,087,000 | +532.4% | 7,695 | +513.1% | 0.01% | +800.0% |
| Q1 2018 | $330,000 | +65.0% | 1,255 | +67.3% | 0.00% | 0.0% |
| Q4 2017 | $200,000 | -37.9% | 750 | -41.6% | 0.00% | 0.0% |
| Q3 2017 | $322,000 | +570.8% | 1,285 | +542.5% | 0.00% | – |
| Q2 2017 | $48,000 | -55.6% | 200 | -56.5% | 0.00% | – |
| Q1 2017 | $108,000 | -65.6% | 460 | -67.3% | 0.00% | -100.0% |
| Q4 2016 | $314,000 | -33.8% | 1,405 | -36.0% | 0.00% | -50.0% |
| Q3 2016 | $474,000 | +664.5% | 2,195 | +631.7% | 0.00% | – |
| Q2 2016 | $62,000 | -88.0% | 300 | -88.0% | 0.00% | -100.0% |
| Q1 2016 | $515,000 | – | 2,510 | – | 0.00% | – |
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% |