UNIVEST FINANCIAL Corp - SPDR S&P 500 ETF TR ownership

Back to all holdings Add to watchlist

SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,508 filers reported holding SPDR S&P 500 ETF TR in Q2 2020. The put-call ratio across all filers is 1.45 and the average weighting 3.6%.

Links
Filings
External links
Quarter-by-quarter ownership
UNIVEST FINANCIAL Corp ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$984,487
-3.2%
2,303
+0.4%
0.33%
+6.8%
Q2 2023$1,016,884
+8.3%
2,2940.0%0.31%
+5.1%
Q1 2023$939,140
+7.0%
2,2940.0%0.29%
+6.2%
Q4 2022$877,294
+7.1%
2,2940.0%0.28%
+3.0%
Q3 2022$819,000
-5.4%
2,2940.0%0.27%
-5.0%
Q2 2022$866,000
-16.4%
2,2940.0%0.28%
-3.4%
Q1 2022$1,036,000
-5.4%
2,294
-0.5%
0.29%
+4.7%
Q4 2021$1,095,000
+10.6%
2,3060.0%0.28%
+1.1%
Q3 2021$990,000
+0.3%
2,3060.0%0.28%
+1.8%
Q2 2021$987,000
+19.2%
2,306
+10.3%
0.27%
+16.3%
Q1 2021$828,000
+5.1%
2,090
-0.8%
0.23%
+1.7%
Q4 2020$788,000
+11.6%
2,1070.0%0.23%
+2.7%
Q3 2020$706,000
+8.6%
2,1070.0%0.22%
+4.2%
Q2 2020$650,000
+19.7%
2,1070.0%0.21%
-0.9%
Q1 2020$543,000
+1.5%
2,107
+16.9%
0.22%
+25.6%
Q3 2019$535,000
+1.3%
1,8030.0%0.17%
+3.0%
Q2 2019$528,000
+3.7%
1,8030.0%0.17%0.0%
Q1 2019$509,000
+12.9%
1,8030.0%0.17%
+0.6%
Q4 2018$451,000
-13.9%
1,8030.0%0.17%
+3.8%
Q3 2018$524,000–1,803–0.16%–
 Download
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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