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 2023 | $1,347,138,618 | +28.4% | 3,151,349 | +33.1% | 12.11% | +28.9% |
| Q2 2023 | $1,049,440,532 | -35.8% | 2,367,444 | -40.7% | 9.40% | -29.0% |
| Q1 2023 | $1,635,697,405 | +19.0% | 3,995,450 | +11.2% | 13.23% | +38.9% |
| Q4 2022 | $1,374,662,465 | +6602.4% | 3,594,547 | +513406.7% | 9.52% | +168.6% |
| Q2 2019 | $20,510,000 | -81.8% | 700 | -99.8% | 3.55% | -68.4% |
| Q1 2019 | $112,710,000 | +211.0% | 399,000 | +27417.2% | 11.23% | +163.9% |
| Q4 2018 | $36,238,000 | +201.1% | 1,450 | -96.7% | 4.26% | +359.5% |
| Q2 2018 | $12,035,000 | +247.8% | 44,364 | +242.2% | 0.93% | +249.4% |
| Q4 2017 | $3,460,000 | +817.8% | 12,964 | +764.3% | 0.26% | +728.1% |
| Q3 2017 | $377,000 | -69.8% | 1,500 | -71.7% | 0.03% | -68.6% |
| Q1 2017 | $1,249,000 | -95.6% | 5,300 | -95.8% | 0.10% | -96.7% |
| Q4 2016 | $28,458,000 | -42.8% | 126,540 | -45.2% | 3.07% | -24.8% |
| Q3 2016 | $49,765,000 | +5.1% | 230,811 | +2.1% | 4.08% | -25.6% |
| Q2 2016 | $47,372,000 | +37.4% | 226,140 | +35.1% | 5.49% | +12.9% |
| Q1 2016 | $34,477,000 | – | 167,349 | – | 4.86% | – |
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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% |