WEALTHSOURCE 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 2,508 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
WEALTHSOURCE PARTNERS, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$4,664,764
-3.3%
17,242
+1.0%
0.32%0.0%
Q2 2023$4,825,976
+12.4%
17,073
-2.1%
0.32%
+9.7%
Q1 2023$4,293,145
+2.9%
17,436
+2.7%
0.29%
-1.7%
Q4 2022$4,173,504
-20.5%
16,983
+15.5%
0.30%
-24.2%
Q3 2022$5,251,000
-13.2%
14,700
-8.4%
0.39%
-12.2%
Q2 2022$6,051,000
-10.7%
16,040
+7.0%
0.44%
-2.9%
Q1 2022$6,773,000
-6.9%
14,997
-2.1%
0.46%
-21.5%
Q4 2021$7,275,000
+2.9%
15,317
-7.1%
0.58%
-6.0%
Q3 2021$7,072,000
+57.1%
16,479
+56.7%
0.62%
+54.5%
Q2 2021$4,502,000
+6.7%
10,518
-1.2%
0.40%
-5.0%
Q1 2021$4,220,000
+14.6%
10,648
+3.9%
0.42%
-1.9%
Q4 2020$3,683,000
+10.7%
10,246
-13.2%
0.43%
-3.4%
Q3 2020$3,328,000
+8.7%
11,807
+14.4%
0.44%
+0.9%
Q2 2020$3,063,000
+61.1%
10,322
+39.9%
0.44%
+46.7%
Q1 2020$1,901,000
+46.2%
7,376
+82.6%
0.30%
+75.4%
Q4 2019$1,300,000
+38.9%
4,039
+28.0%
0.17%
+22.1%
Q3 2019$936,000
-7.1%
3,155
-8.3%
0.14%
-11.9%
Q2 2019$1,008,000
+59.5%
3,440
+53.6%
0.16%
+11.2%
Q1 2019$632,000
+6.4%
2,239
-5.8%
0.14%
-16.4%
Q4 2018$594,000
-68.3%
2,377
-65.9%
0.17%
-65.0%
Q3 2018$1,871,000
+101.8%
6,967
+103.8%
0.49%
+88.8%
Q2 2018$927,000
-47.4%
3,418
-51.8%
0.26%
-11.9%
Q1 2018$1,761,000
+92.2%
7,091
+106.7%
0.29%
+3.9%
Q4 2017$916,000
+8.3%
3,431
+1.9%
0.28%
+1.1%
Q3 2017$846,000
+3.9%
3,3670.0%0.28%
+1.1%
Q2 2017$814,000
-9.3%
3,367
-11.6%
0.28%
-16.3%
Q1 2017$897,000
-8.0%
3,807
-12.7%
0.33%
-19.3%
Q4 2016$975,000
-38.2%
4,360
-40.2%
0.41%
-28.7%
Q3 2016$1,577,000
-15.0%
7,291
-17.7%
0.58%
-16.9%
Q2 2016$1,856,000
+0.3%
8,858
-1.6%
0.69%
-8.5%
Q1 2016$1,851,0009,0060.76%
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