J. W. Coons Advisors, LLC - 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 3,319 filers reported holding SPDR S&P 500 ETF TR in Q1 2023. The put-call ratio across all filers is 2.32 and the average weighting 3.3%.

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Quarter-by-quarter ownership
J. W. Coons Advisors, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$7,323,588
-3.6%
17,132
+0.0%
2.11%
+1.9%
Q2 2023$7,593,830
-9.2%
17,131
-16.2%
2.07%
-13.7%
Q1 2023$8,365,066
+6.8%
20,433
-0.3%
2.40%
+2.6%
Q4 2022$7,834,461
+11.5%
20,486
+4.2%
2.34%
-11.9%
Q3 2022$7,024,000
-13.3%
19,665
-8.4%
2.66%
-7.2%
Q2 2022$8,098,000
-26.7%
21,465
-12.3%
2.86%
-13.1%
Q1 2022$11,050,000
-1.1%
24,465
+4.0%
3.29%
-2.5%
Q4 2021$11,177,000
-0.4%
23,535
-10.0%
3.38%
-12.1%
Q3 2021$11,217,000
-0.8%
26,143
-1.0%
3.84%
-4.1%
Q2 2021$11,306,000
+6.8%
26,409
-1.2%
4.01%
+5.6%
Q1 2021$10,590,000
-1.3%
26,719
-6.9%
3.79%
-7.6%
Q4 2020$10,727,000
+7.6%
28,694
-3.6%
4.11%
-1.0%
Q3 2020$9,972,000
+8.8%
29,772
+0.2%
4.15%
+1.9%
Q2 2020$9,166,000
+16.6%
29,718
-2.5%
4.07%
-1.5%
Q1 2020$7,858,000–30,485–4.13%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 2023
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