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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,045,794 | -17.2% | 7,125 | -14.1% | 0.25% | -23.0% |
| Q2 2023 | $3,678,780 | +7.6% | 8,299 | -0.6% | 0.33% | +6.1% |
| Q1 2023 | $3,418,407 | +2.9% | 8,350 | -3.9% | 0.31% | +0.6% |
| Q4 2022 | $3,322,935 | +20.9% | 8,689 | +13.0% | 0.31% | +12.8% |
| Q3 2022 | $2,748,000 | -10.5% | 7,692 | -5.5% | 0.27% | -4.5% |
| Q2 2022 | $3,070,000 | -75.8% | 8,140 | -71.0% | 0.29% | -73.0% |
| Q1 2022 | $12,688,000 | -8.4% | 28,095 | -3.7% | 1.06% | -4.5% |
| Q4 2021 | $13,854,000 | +7.2% | 29,169 | -3.2% | 1.11% | -1.4% |
| Q3 2021 | $12,929,000 | -1.8% | 30,128 | -2.0% | 1.13% | +1.3% |
| Q2 2021 | $13,164,000 | +32.2% | 30,752 | +22.4% | 1.11% | +24.4% |
| Q1 2021 | $9,957,000 | -4.2% | 25,122 | -9.6% | 0.90% | -11.9% |
| Q4 2020 | $10,390,000 | +17.5% | 27,790 | +5.3% | 1.02% | +4.4% |
| Q3 2020 | $8,842,000 | +6.8% | 26,402 | -1.7% | 0.97% | +4.8% |
| Q2 2020 | $8,280,000 | +16.8% | 26,852 | -2.4% | 0.93% | +0.8% |
| Q1 2020 | $7,091,000 | -22.1% | 27,510 | -2.7% | 0.92% | +1.3% |
| Q4 2019 | $9,097,000 | +3.7% | 28,263 | -4.4% | 0.91% | -2.5% |
| Q3 2019 | $8,774,000 | +6.8% | 29,565 | +5.5% | 0.93% | +6.9% |
| Q2 2019 | $8,213,000 | +2.7% | 28,031 | -1.0% | 0.87% | 0.0% |
| Q1 2019 | $7,999,000 | +2.5% | 28,314 | -9.3% | 0.87% | -14.5% |
| Q4 2018 | $7,803,000 | +2385.0% | 31,224 | +2791.1% | 1.02% | +2656.8% |
| Q3 2018 | $314,000 | +14.2% | 1,080 | +6.5% | 0.04% | +8.8% |
| Q2 2018 | $275,000 | +26.7% | 1,014 | +22.9% | 0.03% | +30.8% |
| Q1 2018 | $217,000 | -4.8% | 825 | -3.5% | 0.03% | -3.7% |
| Q4 2017 | $228,000 | -15.6% | 855 | -20.5% | 0.03% | -20.6% |
| Q3 2017 | $270,000 | -8.8% | 1,075 | -12.2% | 0.03% | -15.0% |
| Q2 2017 | $296,000 | +124.2% | 1,225 | +118.8% | 0.04% | +122.2% |
| Q1 2017 | $132,000 | -65.5% | 560 | -67.3% | 0.02% | -67.3% |
| Q4 2016 | $383,000 | +16.8% | 1,715 | +13.2% | 0.06% | +14.6% |
| Q3 2016 | $328,000 | -71.3% | 1,515 | -72.3% | 0.05% | -72.4% |
| Q2 2016 | $1,144,000 | -34.1% | 5,465 | -35.3% | 0.17% | -40.6% |
| Q1 2016 | $1,737,000 | -64.4% | 8,450 | -64.7% | 0.29% | -66.6% |
| Q4 2015 | $4,882,000 | +1728.5% | 23,950 | +1742.3% | 0.88% | +1725.0% |
| Q4 2014 | $267,000 | -11.0% | 1,300 | -14.8% | 0.05% | -15.8% |
| Q3 2014 | $300,000 | -89.0% | 1,525 | -89.0% | 0.06% | -89.0% |
| Q2 2014 | $2,721,000 | +4.7% | 13,900 | 0.0% | 0.52% | -0.4% |
| Q1 2014 | $2,599,000 | -2.0% | 13,900 | -3.2% | 0.52% | -4.8% |
| Q4 2013 | $2,652,000 | +10.4% | 14,358 | +0.4% | 0.54% | +3.8% |
| Q3 2013 | $2,403,000 | -54.6% | 14,300 | -56.6% | 0.52% | -56.2% |
| Q2 2013 | $5,290,000 | – | 32,975 | – | 1.20% | – |
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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% |