Thomas J. Herzfeld Advisors, Inc. - 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 2,546 filers reported holding SPDR S&P 500 ETF TR in Q4 2019. The put-call ratio across all filers is 1.59 and the average weighting 3.9%.

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Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$166,717
-3.6%
3900.0%0.06%
-7.2%
Q2 2023$172,879
+8.3%
3900.0%0.07%
+6.2%
Q1 2023$159,662
+7.0%
3900.0%0.06%
+6.6%
Q4 2022$149,148
+7.3%
3900.0%0.06%
+3.4%
Q3 2022$139,000
-5.4%
3900.0%0.06%
-3.3%
Q2 2022$147,000
+48.5%
390
+77.3%
0.06%
+64.9%
Q1 2022$99,000
-4.8%
2200.0%0.04%
-2.6%
Q4 2021$104,000
+10.6%
2200.0%0.04%
-9.5%
Q3 2021$94,0000.0%2200.0%0.04%
+7.7%
Q2 2021$94,000
+8.0%
2200.0%0.04%0.0%
Q1 2021$87,000
+6.1%
2200.0%0.04%
+2.6%
Q4 2020$82,000
+13.9%
2200.0%0.04%
-20.8%
Q3 2020$72,0000.0%2200.0%0.05%
+37.1%
Q2 2020$72,000
+26.3%
2200.0%0.04%
+16.7%
Q1 2020$57,000
-19.7%
2200.0%0.03%
+20.0%
Q4 2019$71,000
+9.2%
2200.0%0.02%
+4.2%
Q3 2019$65,000
+1.6%
2200.0%0.02%0.0%
Q2 2019$64,000
+3.2%
2200.0%0.02%
+4.3%
Q1 2019$62,000
+12.7%
2200.0%0.02%
+4.5%
Q4 2018$55,000–220–0.02%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2019
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