Roble, Belko & Company, Inc - 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
Roble, Belko & Company, Inc ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$17,894
-2.8%
41,859
+0.8%
3.66%
+0.2%
Q2 2023$18,414
+5.8%
41,541
-2.3%
3.65%
+2.7%
Q1 2023$17,412
+5.2%
42,532
-1.7%
3.56%
+1.1%
Q4 2022$16,549
-99.9%
43,273
-0.3%
3.52%
-6.5%
Q3 2022$15,495,000
-5.7%
43,382
-0.4%
3.76%
+0.9%
Q2 2022$16,430,000
-17.2%
43,553
-0.9%
3.73%
-1.1%
Q1 2022$19,852,000
-6.6%
43,956
-1.8%
3.77%
-5.5%
Q4 2021$21,264,000
+10.2%
44,771
-0.5%
4.00%
+0.6%
Q3 2021$19,303,000
-2.5%
44,980
-2.7%
3.97%
-11.3%
Q2 2021$19,795,000
+4.6%
46,244
-3.1%
4.48%
-2.0%
Q1 2021$18,919,000
+5.4%
47,735
-0.6%
4.56%
-2.5%
Q4 2020$17,951,000
+9.3%
48,013
-2.1%
4.68%
-2.8%
Q3 2020$16,424,000
+6.9%
49,044
-1.6%
4.82%
+4.6%
Q2 2020$15,366,000
+17.7%
49,831
-1.6%
4.61%
+9.1%
Q1 2020$13,056,000
-20.3%
50,655
-0.5%
4.22%
-7.0%
Q4 2019$16,388,000
+7.0%
50,917
-1.3%
4.54%
+1.0%
Q3 2019$15,309,000
+1.2%
51,587
-0.1%
4.49%
-3.9%
Q2 2019$15,125,000
+3.8%
51,620
+0.1%
4.68%
-6.4%
Q1 2019$14,574,000
+4.5%
51,594
-7.5%
4.99%
-6.7%
Q4 2018$13,945,000
-15.2%
55,797
-1.4%
5.35%
-10.8%
Q3 2018$16,452,000
+5.9%
56,592
-1.2%
6.00%
+1.4%
Q2 2018$15,540,000
-5.0%
57,284
-7.8%
5.92%
-6.8%
Q1 2018$16,353,000
+15.3%
62,145
+17.0%
6.35%
+9.7%
Q4 2017$14,180,000
+4.6%
53,135
-1.5%
5.79%
-3.5%
Q3 2017$13,552,000
+2.6%
53,942
-1.3%
6.00%
-5.2%
Q2 2017$13,208,000
-7.2%
54,625
-9.6%
6.33%
-10.1%
Q1 2017$14,239,000
+4.4%
60,401
-1.0%
7.05%
-1.4%
Q4 2016$13,641,000
-5.6%
61,026
-8.7%
7.14%
-7.6%
Q3 2016$14,450,000
-0.6%
66,805
-3.8%
7.73%
-3.9%
Q2 2016$14,541,000
+1.2%
69,416
-0.7%
8.04%
-1.0%
Q1 2016$14,369,000
+2.3%
69,915
+1.5%
8.13%
-3.8%
Q4 2015$14,046,000
+6.0%
68,898
-0.4%
8.45%
+4.1%
Q3 2015$13,250,000
+37.1%
69,146
+47.3%
8.12%
+44.9%
Q2 2015$9,661,000
+4.2%
46,933
+4.5%
5.60%
+3.1%
Q1 2015$9,274,00044,9265.43%
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