Welch Group, 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 1,794 filers reported holding SPDR S&P 500 ETF TR in Q3 2017. The put-call ratio across all filers is 1.88 and the average weighting 4.0%.

Quarter-by-quarter ownership
Welch Group, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,212,281
-6.2%
2,836
-2.7%
0.07%
-2.7%
Q2 2023$1,292,012
-2.2%
2,915
-9.7%
0.07%
-3.9%
Q1 2023$1,321,726
-45.1%
3,229
-48.7%
0.08%
-44.2%
Q4 2022$2,406,726
+180.5%
6,293
+176.7%
0.14%
+165.4%
Q2 2022$858,000
-85.3%
2,274
-82.4%
0.05%
-84.4%
Q1 2022$5,825,000
-24.5%
12,898
-20.6%
0.33%
-26.2%
Q4 2021$7,713,000
+23.3%
16,238
+11.4%
0.45%
+6.4%
Q3 2021$6,257,000
-0.3%
14,580
-0.5%
0.42%
-0.9%
Q2 2021$6,275,000
+2.8%
14,659
-4.8%
0.43%
-2.5%
Q1 2021$6,102,000
+4.8%
15,396
-1.1%
0.44%
-6.0%
Q4 2020$5,822,000
+10.2%
15,572
-1.3%
0.47%
+1.3%
Q3 2020$5,281,000
+7.2%
15,770
-1.3%
0.46%
+0.2%
Q2 2020$4,927,000
+4005.8%
15,977
+3335.9%
0.46%
+3438.5%
Q1 2020$120,000
-98.2%
465
-97.7%
0.01%
-98.0%
Q4 2019$6,578,000
+8.8%
20,438
+0.3%
0.65%
+4.2%
Q3 2019$6,047,000
-0.5%
20,375
-1.7%
0.62%
-4.2%
Q2 2019$6,075,000
-14.1%
20,734
-17.2%
0.65%
-16.8%
Q1 2019$7,076,000
-21.2%
25,048
-18.9%
0.78%
-16.7%
Q3 2018$8,976,000
+6.0%
30,873
-1.1%
0.94%
-11.4%
Q2 2018$8,467,000
+1.7%
31,210
-1.3%
1.06%
+0.1%
Q1 2018$8,323,000
-34.1%
31,630
-33.2%
1.05%
-46.2%
Q4 2017$12,631,000
+56.7%
47,333
+47.6%
1.96%
+45.4%
Q3 2017$8,059,000
+3.9%
32,078
-0.0%
1.35%
+4.1%
Q2 2017$7,758,000
+4.2%
32,084
+1.6%
1.29%
-7.6%
Q1 2017$7,444,000
-19.3%
31,576
-23.4%
1.40%
-22.3%
Q4 2016$9,219,000
+37.2%
41,245
+32.8%
1.80%
+35.0%
Q3 2016$6,719,000
-2.6%
31,062
-5.6%
1.34%
-4.9%
Q2 2016$6,896,000
+4029.3%
32,921
+3944.3%
1.40%
+4914.3%
Q1 2016$167,000
-77.6%
814
-77.7%
0.03%
-79.1%
Q4 2015$745,000
+365.6%
3,653
+340.1%
0.13%
+332.3%
Q3 2015$160,0008300.03%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 2017
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