ACORN FINANCIAL ADVISORY SERVICES INC /ADV - SPDR S&P 500 ETF TR ownership

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SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,526 filers reported holding SPDR S&P 500 ETF TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 3.4%.

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Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$3,617,325
-29.5%
8,461
-26.9%
0.65%
-29.1%
Q2 2023$5,129,934
+8.3%
11,572
+0.0%
0.91%
-1.2%
Q1 2023$4,737,187
+60.2%
11,571
+49.7%
0.92%
+46.8%
Q4 2022$2,957,282
+6.8%
7,732
-0.2%
0.63%
-5.0%
Q3 2022$2,769,000
+57.9%
7,751
+66.8%
0.66%
+58.1%
Q2 2022$1,754,000
+24.8%
4,647
+49.3%
0.42%
+48.2%
Q1 2022$1,406,000
-5.8%
3,112
-0.9%
0.28%
-5.7%
Q4 2021$1,492,000
+11.1%
3,139
+0.3%
0.30%
-28.1%
Q3 2021$1,343,000
-53.8%
3,129
-53.8%
0.42%
-51.5%
Q2 2021$2,906,000
+25.4%
6,776
+18.3%
0.86%
+1.3%
Q1 2021$2,317,000
-7.1%
5,727
-14.0%
0.85%
-13.6%
Q4 2020$2,494,000
+4.2%
6,657
-6.7%
0.98%
-22.0%
Q3 2020$2,394,000
+5.6%
7,137
-2.6%
1.26%
-20.6%
Q2 2020$2,267,000
+290.2%
7,331
+225.7%
1.58%
+174.8%
Q1 2020$581,000
-7.8%
2,251
+15.0%
0.58%
+8.9%
Q4 2019$630,000–1,958–0.53%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders