SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,624 filers reported holding SPDR S&P 500 ETF TR in Q1 2016. The put-call ratio across all filers is 2.41 and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,232,000 | -5.5% | 4,150 | -6.7% | 2.26% | +52.4% |
| Q2 2019 | $1,304,000 | +3.7% | 4,450 | 0.0% | 1.49% | +46.1% |
| Q1 2019 | $1,257,000 | +13.0% | 4,450 | 0.0% | 1.02% | -6.3% |
| Q4 2018 | $1,112,000 | -14.1% | 4,450 | 0.0% | 1.08% | -0.4% |
| Q3 2018 | $1,294,000 | +7.2% | 4,450 | 0.0% | 1.09% | -3.8% |
| Q2 2018 | $1,207,000 | -1.4% | 4,450 | -4.3% | 1.13% | -9.0% |
| Q1 2018 | $1,224,000 | -1.4% | 4,650 | 0.0% | 1.24% | +0.1% |
| Q4 2017 | $1,241,000 | +8.6% | 4,650 | +2.2% | 1.24% | +18.7% |
| Q3 2017 | $1,143,000 | +3.9% | 4,550 | 0.0% | 1.05% | +6.3% |
| Q2 2017 | $1,100,000 | +2.5% | 4,550 | 0.0% | 0.98% | -6.1% |
| Q1 2017 | $1,073,000 | +5.5% | 4,550 | 0.0% | 1.05% | -2.3% |
| Q4 2016 | $1,017,000 | +3.4% | 4,550 | 0.0% | 1.07% | +10.4% |
| Q3 2016 | $984,000 | +3.3% | 4,550 | 0.0% | 0.97% | +91.9% |
| Q2 2016 | $953,000 | +1.9% | 4,550 | 0.0% | 0.51% | -0.6% |
| Q1 2016 | $935,000 | -2.4% | 4,550 | -3.2% | 0.51% | +8.3% |
| Q4 2015 | $958,000 | +13.6% | 4,700 | +6.8% | 0.47% | +4.0% |
| Q3 2015 | $843,000 | -7.0% | 4,400 | 0.0% | 0.45% | +12.1% |
| Q2 2015 | $906,000 | -0.2% | 4,400 | 0.0% | 0.40% | +0.5% |
| Q1 2015 | $908,000 | -3.9% | 4,400 | -4.3% | 0.40% | -11.5% |
| Q4 2014 | $945,000 | +4.3% | 4,600 | 0.0% | 0.45% | +1.3% |
| Q3 2014 | $906,000 | +0.7% | 4,600 | 0.0% | 0.45% | +8.2% |
| Q2 2014 | $900,000 | +4.7% | 4,600 | 0.0% | 0.41% | +14.7% |
| Q1 2014 | $860,000 | +1.2% | 4,600 | 0.0% | 0.36% | -6.0% |
| Q4 2013 | $850,000 | +10.0% | 4,600 | 0.0% | 0.38% | +35.2% |
| Q3 2013 | $773,000 | -1.7% | 4,600 | -6.1% | 0.28% | -7.5% |
| Q2 2013 | $786,000 | – | 4,900 | – | 0.31% | – |
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% |