Taylor Wealth Management Partners - 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 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.

Quarter-by-quarter ownership
Taylor Wealth Management Partners ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q2 2022$533,000
+6562.5%
1,414
+4318.8%
0.30%
+5960.0%
Q4 2018$8,000
-11.1%
320.0%0.01%
+25.0%
Q3 2018$9,0000.0%320.0%0.00%0.0%
Q2 2018$9,000
+12.5%
32
+3.2%
0.00%0.0%
Q1 2018$8,000
-42.9%
31
-40.4%
0.00%
-33.3%
Q4 2017$14,000
+7.7%
520.0%0.01%0.0%
Q3 2017$13,0000.0%520.0%0.01%0.0%
Q2 2017$13,000
+8.3%
520.0%0.01%
+20.0%
Q1 2017$12,0000.0%520.0%0.01%
-16.7%
Q4 2016$12,000
+9.1%
520.0%0.01%
+20.0%
Q3 2016$11,0000.0%520.0%0.01%
+25.0%
Q2 2016$11,000
+175.0%
52
+147.6%
0.00%
+100.0%
Q1 2016$4,000
-85.2%
21
-84.0%
0.00%
-83.3%
Q4 2015$27,000
+575.0%
131
+523.8%
0.01%
+500.0%
Q3 2015$4,0000.0%210.0%0.00%
+100.0%
Q2 2015$4,0000.0%210.0%0.00%0.0%
Q1 2015$4,000210.00%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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