Truvvo Partners 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 2,054 filers reported holding SPDR S&P 500 ETF TR in Q3 2018. The put-call ratio across all filers is 1.44 and the average weighting 4.2%.

Quarter-by-quarter ownership
Truvvo Partners LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2021$1,098,000
+43.7%
2,560
+43.6%
0.76%
+45.3%
Q2 2021$764,000
-80.0%
1,783
-81.5%
0.52%
-82.0%
Q1 2021$3,826,000
-20.4%
9,651
-24.9%
2.90%
-9.8%
Q4 2020$4,805,000
+1164.5%
12,8510.0%3.22%
+997.6%
Q3 2020$380,000
-90.4%
12,8510.0%0.29%
-90.5%
Q2 2020$3,963,000
+27.1%
12,851
+6.2%
3.10%
+7.9%
Q1 2020$3,119,000
-87.7%
12,100
-84.7%
2.87%
-78.7%
Q4 2019$25,410,000
+74.7%
78,936
+61.1%
13.48%
+66.5%
Q3 2019$14,545,000
-10.8%
48,996
-12.0%
8.10%
-10.9%
Q2 2019$16,315,000
+38.8%
55,653
+33.8%
9.09%
+4.9%
Q1 2019$11,752,000
+63.3%
41,600
+44.7%
8.66%
+67.9%
Q4 2018$7,195,000
-13.9%
28,7530.0%5.16%
-0.8%
Q3 2018$8,361,000
+78.4%
28,753
+66.7%
5.20%
+68.6%
Q2 2018$4,686,000
+272.8%
17,253
+263.0%
3.08%
+563.2%
Q1 2018$1,257,000
-6.6%
4,753
-5.7%
0.46%
+2.0%
Q4 2017$1,346,000
+9.3%
5,041
+2.9%
0.46%
+11.5%
Q3 2017$1,232,000
+3.9%
4,9010.0%0.41%
-4.7%
Q2 2017$1,186,000
+2.2%
4,9010.0%0.43%
-17.5%
Q1 2017$1,161,000
+6.0%
4,9010.0%0.52%
+35.8%
Q4 2016$1,095,000
+94.1%
4,901
+88.2%
0.38%
+51.4%
Q3 2016$564,000
+5.6%
2,604
+2.4%
0.25%
-7.7%
Q2 2016$534,000
+26.2%
2,542
+23.0%
0.27%
+43.5%
Q1 2016$423,000
-87.5%
2,066
-87.5%
0.19%
-89.2%
Q4 2015$3,378,00016,5671.77%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 2018
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