Samalin Investment Counsel, 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 2,505 filers reported holding SPDR S&P 500 ETF TR in Q1 2020. The put-call ratio across all filers is 1.36 and the average weighting 3.8%.

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Quarter-by-quarter ownership
Samalin Investment Counsel, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$3,374,194
-32.1%
7,893
-29.6%
1.94%
-27.8%
Q2 2023$4,968,603
+55.6%
11,209
+43.7%
2.68%
+39.4%
Q1 2023$3,193,581
+9.2%
7,801
+2.0%
1.93%
+4.2%
Q4 2022$2,924,373
+5.6%
7,647
-1.3%
1.85%
-9.0%
Q3 2022$2,768,000
+5.5%
7,749
+11.4%
2.03%
+9.8%
Q2 2022$2,624,000
-20.9%
6,956
-5.3%
1.85%
-8.1%
Q1 2022$3,318,000
-29.8%
7,346
-26.2%
2.01%
-29.1%
Q4 2021$4,729,000
-0.6%
9,956
-10.2%
2.84%
-8.2%
Q3 2021$4,756,000
+11.7%
11,082
+11.5%
3.09%
+12.1%
Q2 2021$4,256,000
+34.6%
9,943
+24.6%
2.76%
+30.1%
Q1 2021$3,162,000
+16.5%
7,980
+9.9%
2.12%
+4.0%
Q4 2020$2,715,000
+74.2%
7,261
+56.0%
2.04%
+46.6%
Q3 2020$1,559,000
-36.4%
4,655
-41.4%
1.39%
-45.8%
Q2 2020$2,450,000
+43.7%
7,945
+20.1%
2.57%
+12.5%
Q1 2020$1,705,000
+63.2%
6,616
+103.8%
2.28%
+159.8%
Q4 2019$1,045,000–3,247–0.88%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 2020
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