RPg Family Wealth Advisory, 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 2,508 filers reported holding SPDR S&P 500 ETF TR in Q2 2020. The put-call ratio across all filers is 1.45 and the average weighting 3.6%.

Quarter-by-quarter ownership
RPg Family Wealth Advisory, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$350,038
-3.4%
816
+0.1%
0.14%
-0.7%
Q2 2023$362,526
+18.0%
815
+9.0%
0.14%
-14.2%
Q1 2023$307,274
+7.2%
748
+0.3%
0.17%
-13.8%
Q4 2022$286,549
-1.9%
746
+0.9%
0.20%
+27.3%
Q3 2022$292,000
+7.0%
739
+2.6%
0.15%
-5.5%
Q2 2022$273,000
-99.9%
720
+38.2%
0.16%
+61.4%
Q1 2022$236,425,000
-38.8%
521
-35.8%
0.10%
-34.0%
Q4 2021$386,505,000
+77.1%
812
+60.2%
0.15%
+66.3%
Q3 2021$218,293,000
+1.2%
507
+1.0%
0.09%
+5.7%
Q2 2021$215,614,000
-21.2%
502
-31.1%
0.09%
-32.6%
Q4 2020$273,710,000
+7.1%
729
-4.1%
0.13%
-3.7%
Q3 2020$255,521,000
+2.0%
760
-6.1%
0.13%
-12.4%
Q2 2020$250,569,000
-0.7%
809
-17.4%
0.15%
-21.9%
Q1 2020$252,337,000
-91.8%
979
-89.8%
0.20%
-89.0%
Q4 2019$3,091,465,000
+11.1%
9,605
+2.4%
1.78%
+5.5%
Q3 2019$2,783,109,000
-41.4%
9,378
-42.1%
1.69%
-40.2%
Q2 2019$4,747,186,000
+9.9%
16,202
+5.9%
2.82%
+10.4%
Q1 2019$4,321,379,000
+775.1%
15,298
+674.2%
2.55%
+431.7%
Q4 2018$493,841,000
-18.5%
1,976
-5.2%
0.48%
+5.3%
Q3 2018$606,152,000
+411.3%
2,085
+377.1%
0.46%
+395.7%
Q2 2018$118,549,000
+23.1%
437
+19.4%
0.09%
+16.5%
Q1 2018$96,312,000
-0.8%
366
+0.5%
0.08%
-3.7%
Q4 2017$97,137,000
+7.1%
364
+0.8%
0.08%
+10.8%
Q3 2017$90,694,000
-10.1%
361
-13.4%
0.07%
-15.9%
Q2 2017$100,830,000
+772.9%
417
+751.0%
0.09%
+780.0%
Q1 2017$11,551,000
-12.4%
49
-16.9%
0.01%
-9.1%
Q4 2016$13,188,000
+3.3%
590.0%0.01%
+22.2%
Q3 2016$12,761,000
-39.1%
59
-41.0%
0.01%0.0%
Q2 2016$20,947,000
+85.3%
100
+81.8%
0.01%0.0%
Q1 2016$11,303,000550.01%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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