Clearwater Capital Advisors, 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 3,240 filers reported holding SPDR S&P 500 ETF TR in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 3.4%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,466,305
-3.2%
3,430
+0.4%
0.18%0.0%
Q2 2023$1,514,295
+5.6%
3,416
-2.5%
0.18%
+2.9%
Q1 2023$1,434,140
+2.6%
3,503
-4.1%
0.18%
-3.8%
Q4 2022$1,397,260
+8.1%
3,654
+0.9%
0.18%
+1.7%
Q3 2022$1,293,000
-1.1%
3,621
+4.5%
0.18%0.0%
Q2 2022$1,307,000
-16.4%
3,464
+0.0%
0.18%0.0%
Q1 2022$1,564,000
-5.3%
3,463
-0.5%
0.18%
-1.6%
Q4 2021$1,652,000
+15.0%
3,479
+3.9%
0.18%
+9.6%
Q3 2021$1,436,000
-0.5%
3,347
-0.7%
0.17%
-1.2%
Q2 2021$1,443,000
+7.4%
3,372
-0.5%
0.17%0.0%
Q1 2021$1,343,000
-12.0%
3,388
-17.1%
0.17%
-17.2%
Q4 2020$1,527,000
+102.0%
4,086
+81.0%
0.20%
+70.6%
Q3 2020$756,000
+6.2%
2,258
-2.2%
0.12%0.0%
Q2 2020$712,000
-5.2%
2,308
-20.8%
0.12%
-26.5%
Q1 2020$751,000
-52.6%
2,915
-40.8%
0.16%
-38.9%
Q4 2019$1,585,000
+9.9%
4,924
+1.3%
0.26%
+3.9%
Q3 2019$1,442,000
+0.3%
4,859
-1.0%
0.26%
-2.3%
Q2 2019$1,437,000
-9.1%
4,906
-12.3%
0.26%
-11.8%
Q1 2019$1,581,000
+10.9%
5,597
-1.8%
0.30%
-5.4%
Q4 2018$1,425,000
-6.7%
5,700
+8.6%
0.31%
+5.0%
Q3 2018$1,527,000
+4.6%
5,251
-2.5%
0.30%
-0.3%
Q2 2018$1,460,000
+3.0%
5,3830.0%0.30%
+2.0%
Q1 2018$1,417,000
-4.2%
5,383
-2.9%
0.29%
-9.8%
Q4 2017$1,479,000
+5.0%
5,5430.0%0.32%
-0.9%
Q3 2017$1,408,000
+9.9%
5,543
+4.8%
0.33%
+0.3%
Q2 2017$1,281,000
-12.3%
5,287
-15.0%
0.33%
-18.2%
Q1 2017$1,460,000
+2.2%
6,217
-2.0%
0.40%
-19.2%
Q4 2016$1,428,000
+9.5%
6,342
+4.4%
0.50%
+8.6%
Q3 2016$1,304,000
-0.5%
6,076
-2.7%
0.46%
-5.6%
Q2 2016$1,310,0006,2460.48%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 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