INSPIRION WEALTH ADVISORS, 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 3,240 filers reported holding SPDR S&P 500 ETF TR in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 3.4%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,952,803
-3.5%
6,907
-1.4%
0.58%
-1.7%
Q2 2023$3,060,635
+42.8%
7,004
+33.8%
0.59%
+36.3%
Q1 2023$2,142,879
+15.6%
5,234
+8.0%
0.43%
+9.4%
Q4 2022$1,853,417
+1.8%
4,846
-4.9%
0.39%
-4.1%
Q3 2022$1,820,000
-5.2%
5,096
+0.2%
0.41%
-2.6%
Q2 2022$1,920,000
-16.2%
5,088
+0.3%
0.42%
-10.2%
Q1 2022$2,291,000
-5.8%
5,073
-0.9%
0.47%
-8.4%
Q4 2021$2,431,000
+7.9%
5,117
-2.5%
0.51%
-1.2%
Q3 2021$2,253,000
+0.0%
5,250
-0.2%
0.52%
-6.7%
Q2 2021$2,252,000
+8.6%
5,261
+0.6%
0.56%
+0.9%
Q1 2021$2,073,000
+5.8%
5,231
-0.2%
0.55%
-0.2%
Q4 2020$1,959,000
+2.5%
5,239
-8.2%
0.55%
-16.1%
Q3 2020$1,912,000
+5.5%
5,710
-2.9%
0.66%
-7.7%
Q2 2020$1,813,000
+19.2%
5,880
-0.3%
0.71%
-5.2%
Q1 2020$1,521,000
-27.1%
5,900
-8.9%
0.75%
+6.7%
Q4 2019$2,085,000
+6.1%
6,479
-2.1%
0.70%
-18.2%
Q3 2019$1,965,000
-3.9%
6,621
-5.1%
0.86%
-2.5%
Q2 2019$2,045,000
+4.4%
6,979
+0.7%
0.88%
+1.8%
Q1 2019$1,958,000
+12.4%
6,933
-0.5%
0.87%
-0.3%
Q4 2018$1,742,000
-13.2%
6,969
+1.0%
0.87%
+2.2%
Q3 2018$2,006,000
+8.6%
6,900
+1.3%
0.85%
-2.2%
Q2 2018$1,847,000
+3.9%
6,810
+0.8%
0.87%
+0.1%
Q1 2018$1,778,000
-1.4%
6,758
+0.0%
0.87%
-0.8%
Q4 2017$1,803,000
+6.1%
6,756
-0.2%
0.88%
+1.6%
Q3 2017$1,700,000
+0.9%
6,769
-2.8%
0.86%
-5.8%
Q2 2017$1,685,000
+5.6%
6,967
+3.0%
0.92%
+1.4%
Q1 2017$1,595,000
+4.7%
6,765
-0.7%
0.90%
-6.6%
Q4 2016$1,523,000
+3.4%
6,813
+0.0%
0.97%
+1.2%
Q3 2016$1,473,000
+3.2%
6,812
+0.0%
0.96%
+2.4%
Q2 2016$1,427,000
+2.0%
6,810
+0.0%
0.93%
-4.9%
Q1 2016$1,399,000
+2.9%
6,808
+2.2%
0.98%
-1.6%
Q4 2015$1,359,000
+2.9%
6,664
-3.3%
1.00%
-4.4%
Q3 2015$1,321,000
-2.8%
6,892
+4.4%
1.04%
+3.8%
Q2 2015$1,359,000
-0.2%
6,602
+0.1%
1.00%
-8.3%
Q1 2015$1,362,000
-8.0%
6,597
-8.4%
1.10%
-20.2%
Q4 2014$1,481,0007,2051.37%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2021
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