SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,647 filers reported holding SPDR S&P 500 ETF TR in Q2 2016. The put-call ratio across all filers is 1.57 and the average weighting 4.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,854,000 | -5.0% | 7,045 | -3.7% | 0.10% | +1.0% |
| Q4 2017 | $1,952,000 | -42.8% | 7,314 | -46.1% | 0.10% | -41.9% |
| Q3 2017 | $3,410,000 | +33.6% | 13,574 | +28.6% | 0.17% | +47.8% |
| Q2 2017 | $2,552,000 | +6.0% | 10,555 | +3.4% | 0.11% | +5.6% |
| Q1 2017 | $2,407,000 | +2.4% | 10,212 | -2.9% | 0.11% | +8.1% |
| Q4 2016 | $2,351,000 | +2.4% | 10,516 | -0.9% | 0.10% | -2.0% |
| Q3 2016 | $2,295,000 | +5.0% | 10,610 | +1.7% | 0.10% | +2.0% |
| Q2 2016 | $2,186,000 | +5.7% | 10,435 | +3.6% | 0.10% | +7.6% |
| Q1 2016 | $2,069,000 | -4.1% | 10,068 | -4.9% | 0.09% | -5.2% |
| Q4 2015 | $2,158,000 | +6.4% | 10,585 | 0.0% | 0.10% | +10.2% |
| Q3 2015 | $2,028,000 | +59.3% | 10,585 | +71.2% | 0.09% | +87.2% |
| Q2 2015 | $1,273,000 | +33.9% | 6,184 | +34.2% | 0.05% | +51.6% |
| Q1 2015 | $951,000 | +0.4% | 4,609 | 0.0% | 0.03% | +3.3% |
| Q4 2014 | $947,000 | +4.3% | 4,609 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $908,000 | +0.7% | 4,609 | 0.0% | 0.03% | +11.1% |
| Q2 2014 | $902,000 | +4.6% | 4,609 | 0.0% | 0.03% | +8.0% |
| Q1 2014 | $862,000 | +1.3% | 4,609 | 0.0% | 0.02% | +4.2% |
| Q4 2013 | $851,000 | -17.1% | 4,609 | -24.6% | 0.02% | +9.1% |
| Q3 2013 | $1,027,000 | -89.0% | 6,112 | -89.5% | 0.02% | -89.7% |
| Q2 2013 | $9,303,000 | – | 57,994 | – | 0.21% | – |
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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% |