Avidian Wealth Solutions, 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 3,215 filers reported holding SPDR S&P 500 ETF TR in Q1 2022. The put-call ratio across all filers is 2.64 and the average weighting 3.3%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$12,256,617
-7.7%
28,672
-4.3%
0.86%
-0.8%
Q2 2023$13,285,040
+91.5%
29,970
+76.8%
0.87%
+128.3%
Q1 2023$6,937,752
+35.0%
16,947
+26.1%
0.38%
+13.7%
Q4 2022$5,137,764
+4.9%
13,435
-2.0%
0.34%
-5.4%
Q3 2022$4,897,000
-61.5%
13,709
-59.3%
0.35%
-60.7%
Q2 2022$12,719,000
-53.1%
33,716
-43.8%
0.90%
-45.8%
Q1 2022$27,111,000
+5.8%
60,028
+11.2%
1.66%
+4.1%
Q4 2021$25,629,000
+73125.7%
53,961
+206.6%
1.60%
+53100.0%
Q3 2021$35,000
-99.8%
17,600
-65.6%
0.00%
-99.7%
Q2 2021$14,450,000
+12.5%
51,155
+57.9%
1.11%
+1.4%
Q1 2021$12,839,000
+4.5%
32,396
-1.4%
1.09%
-6.1%
Q4 2020$12,284,000
-19.1%
32,856
-49.8%
1.16%
+0.9%
Q3 2020$15,186,000
+137.0%
65,448
+59.7%
1.16%
+33.5%
Q2 2020$6,408,000
-11.3%
40,993
+46.2%
0.86%
-25.4%
Q1 2020$7,225,000
-29.6%
28,031
-40.8%
1.16%
-20.6%
Q4 2019$10,267,000
+20.8%
47,353
+7.6%
1.46%
+4.2%
Q3 2019$8,499,000
+18.7%
43,995
+80.0%
1.40%
-17.3%
Q2 2019$7,161,000
+15.5%
24,439
+12.2%
1.69%
+22.9%
Q1 2019$6,201,000
+95.8%
21,773
+71.8%
1.38%
+24.6%
Q4 2018$3,167,000
+123.5%
12,672
+160.0%
1.11%
+149.7%
Q3 2018$1,417,000
-19.1%
4,873
-26.8%
0.44%
-24.5%
Q1 2018$1,752,000
-25.5%
6,659
-24.4%
0.59%
-6.7%
Q4 2017$2,352,000
+54.6%
8,812
+45.5%
0.63%
+8.4%
Q3 2017$1,521,000
+22.5%
6,055
+17.9%
0.58%
+12.4%
Q2 2017$1,242,000
+5.2%
5,136
+2.5%
0.52%
+13.9%
Q1 2017$1,181,000
+15.0%
5,011
+9.1%
0.45%
+1.3%
Q4 2016$1,027,000
+14.4%
4,593
+10.7%
0.45%
+22.8%
Q3 2016$898,000
+115.9%
4,150
+109.0%
0.36%
+141.1%
Q2 2016$416,000
+95.3%
1,986
+91.9%
0.15%
+32.5%
Q1 2016$213,000
+5.4%
1,035
+5.5%
0.11%
+35.7%
Q2 2015$202,0009810.08%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 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