Beaumont Financial Partners, LLC - SPDR S&P 500 ETF TR ownership

SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2022$2,278,000
-25.4%
6,378
-21.2%
0.22%
-20.1%
Q2 2022$3,052,000
+6.0%
8,091
+27.0%
0.27%
+25.1%
Q1 2022$2,878,000
+7.4%
6,371
+12.9%
0.22%
+12.9%
Q4 2021$2,680,000
+59.5%
5,642
+44.1%
0.19%
+49.2%
Q3 2021$1,680,000
-1.6%
3,916
-1.8%
0.13%0.0%
Q2 2021$1,707,000
+15.9%
3,988
+7.3%
0.13%
+4.0%
Q1 2021$1,473,000
+6.0%
3,7160.0%0.12%
+1.6%
Q4 2020$1,389,000
-6.1%
3,716
-15.9%
0.12%
-12.8%
Q3 2020$1,479,000
+9.0%
4,417
+0.3%
0.14%
-0.7%
Q2 2020$1,357,000
+39.2%
4,402
+16.4%
0.14%
+15.4%
Q1 2020$975,000
-46.9%
3,781
-33.8%
0.12%
-32.0%
Q4 2019$1,837,000
+73.0%
5,709
+59.5%
0.18%
+70.8%
Q3 2019$1,062,000
+2.1%
3,579
+0.8%
0.11%
-1.9%
Q2 2019$1,040,000
+16.9%
3,549
+12.6%
0.11%
+13.7%
Q1 2019$890,000
+73.5%
3,152
+53.7%
0.10%
+13.1%
Q4 2018$513,000
-50.4%
2,051
-42.4%
0.08%
-18.4%
Q3 2018$1,035,000
+7.3%
3,559
+0.1%
0.10%
+1.0%
Q2 2018$965,000
-2.3%
3,557
-5.2%
0.10%
-7.3%
Q1 2018$988,000
+54.6%
3,754
+56.7%
0.11%
+46.7%
Q4 2017$639,000
+6.1%
2,396
+0.0%
0.08%0.0%
Q3 2017$602,000
+4.0%
2,395
+0.1%
0.08%0.0%
Q2 2017$579,000
+5.5%
2,393
+2.8%
0.08%0.0%
Q1 2017$549,000
+5.6%
2,3280.0%0.08%
-5.1%
Q4 2016$520,000
+3.4%
2,3280.0%0.08%
-1.2%
Q3 2016$503,000
+3.1%
2,3280.0%0.08%0.0%
Q2 2016$488,000
+9.9%
2,328
+6.9%
0.08%
+9.6%
Q4 2015$444,0002,1780.07%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 2022
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