Tiller Private Wealth, Inc. - SPDR S&P 500 ETF TR ownership

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SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,804 filers reported holding SPDR S&P 500 ETF TR in Q1 2021. The put-call ratio across all filers is 1.69 and the average weighting 3.1%.

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Quarter-by-quarter ownership
Tiller Private Wealth, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$18,611,223
-2.2%
43,537
+1.4%
10.12%
-2.3%
Q2 2023$19,025,604
+8.8%
42,920
+0.5%
10.36%
+5.8%
Q1 2023$17,485,890
+7.3%
42,712
+0.2%
9.80%
+1.8%
Q4 2022$16,298,616
+8.4%
42,618
+1.3%
9.62%
-0.5%
Q3 2022$15,030,000
-2.7%
42,079
+2.8%
9.67%
+2.0%
Q2 2022$15,443,000
-11.4%
40,935
+6.1%
9.48%
-5.7%
Q1 2022$17,428,000
-0.8%
38,588
+4.3%
10.05%
-9.3%
Q4 2021$17,577,000
+13.1%
37,007
+2.2%
11.09%
-5.4%
Q3 2021$15,540,000
+20.4%
36,211
+20.1%
11.72%
-14.8%
Q2 2021$12,904,000
+16.9%
30,146
+8.3%
13.76%
-0.2%
Q1 2021$11,034,000
+24.5%
27,840
+17.5%
13.79%
+15.2%
Q4 2020$8,860,000
+106.7%
23,698
+85.2%
11.97%
+51.1%
Q3 2020$4,286,000
+17.4%
12,797
+8.1%
7.92%
+7.0%
Q2 2020$3,650,000
+1638.1%
11,838
+1350.7%
7.41%
+2999.2%
Q1 2020$210,000–816–0.24%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 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