Mosaic Family Wealth, 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 2,252 filers reported holding SPDR S&P 500 ETF TR in Q1 2019. The put-call ratio across all filers is 1.69 and the average weighting 3.8%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q4 2021$2,184,000
+12.6%
4,598
+1.7%
0.57%
+5.8%
Q3 2021$1,940,000
+1.4%
4,520
+1.1%
0.54%
-2.7%
Q2 2021$1,913,000
+10.7%
4,470
+2.5%
0.55%
+10.6%
Q1 2021$1,728,000
-0.8%
4,359
-6.5%
0.50%
-14.3%
Q4 2020$1,742,000
+50.6%
4,660
+34.9%
0.58%
+34.1%
Q3 2020$1,157,000
+22.7%
3,454
+12.9%
0.43%
+11.3%
Q2 2020$943,000
+52.6%
3,059
+27.6%
0.39%
+24.6%
Q1 2020$618,000
+50.4%
2,398
+87.6%
0.31%
+89.7%
Q4 2019$411,000
+5.9%
1,278
-2.3%
0.16%
+3.1%
Q3 2019$388,000
+1.3%
1,3080.0%0.16%0.0%
Q2 2019$383,000
+7.6%
1,308
+3.6%
0.16%
+11.9%
Q1 2019$356,000
-9.4%
1,262
-19.7%
0.14%
-11.7%
Q4 2018$393,000
-10.7%
1,572
-2.9%
0.16%
-10.0%
Q3 2018$440,000
-12.5%
1,619
-12.7%
0.18%
-5.3%
Q2 2018$503,000
-11.9%
1,854
-14.5%
0.19%
-10.0%
Q1 2018$571,000
+19.7%
2,168
+21.4%
0.21%
+21.3%
Q4 2017$477,000
+13.3%
1,786
+6.6%
0.17%
+6.7%
Q3 2017$421,000
+6.6%
1,676
+2.6%
0.16%
-1.2%
Q2 2017$395,000
+13.8%
1,634
+10.9%
0.16%
+10.0%
Q1 2017$347,000
-0.9%
1,473
-5.9%
0.15%
-6.8%
Q4 2016$350,000
+6.7%
1,566
+3.2%
0.16%
+5.9%
Q3 2016$328,000
+3.1%
1,518
+0.1%
0.15%
-1.3%
Q2 2016$318,000
-11.9%
1,517
-13.7%
0.15%
-11.5%
Q1 2016$361,000
+0.8%
1,758
+0.1%
0.17%
+9.4%
Q4 2015$358,0001,7570.16%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 2019
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