Marietta Wealth Management, 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 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.

Quarter-by-quarter ownership
Marietta Wealth Management, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$3,293,733
-4.9%
7,705
-1.3%
0.65%
+0.3%
Q2 2023$3,462,017
+5.0%
7,810
-3.0%
0.65%
-6.9%
Q1 2023$3,295,590
+4.5%
8,050
-2.3%
0.70%
-1.8%
Q4 2022$3,152,370
+5.9%
8,243
-1.1%
0.71%
-4.0%
Q3 2022$2,976,000
+2.8%
8,333
+8.6%
0.74%
+6.1%
Q2 2022$2,895,000
-15.6%
7,675
+1.0%
0.70%
-2.5%
Q1 2022$3,432,000
-5.8%
7,600
-0.9%
0.72%
-1.9%
Q4 2021$3,642,000
+10.2%
7,668
-0.4%
0.73%
+1.4%
Q3 2021$3,304,000
-0.1%
7,698
-0.4%
0.72%
-3.2%
Q2 2021$3,308,000
+7.4%
7,728
-0.5%
0.75%
-2.7%
Q1 2021$3,079,000
+2.5%
7,769
-3.3%
0.77%
-7.1%
Q4 2020$3,005,000
+13.2%
8,036
+1.4%
0.83%
-0.2%
Q3 2020$2,655,000
+1.5%
7,928
-6.6%
0.83%
-7.4%
Q2 2020$2,617,000
+19.1%
8,488
-0.5%
0.89%
+4.3%
Q1 2020$2,198,000
-19.7%
8,529
+0.2%
0.86%
-5.1%
Q4 2019$2,738,000
+8.4%
8,5080.0%0.90%
-1.8%
Q3 2019$2,525,000
+0.7%
8,508
-0.6%
0.92%
-5.7%
Q2 2019$2,508,000
+3.3%
8,560
-0.4%
0.98%
-2.1%
Q1 2019$2,428,000
+18.8%
8,597
+5.2%
1.00%
+2.0%
Q4 2018$2,043,000
-13.7%
8,175
+0.4%
0.98%
-6.6%
Q3 2018$2,366,000
+7.5%
8,139
+0.3%
1.05%
-2.6%
Q2 2018$2,200,000
+4.3%
8,111
+1.1%
1.07%
-3.0%
Q1 2018$2,110,000
-6.8%
8,019
-5.4%
1.11%
-9.6%
Q4 2017$2,263,000
+0.4%
8,480
-5.5%
1.22%
-2.9%
Q3 2017$2,254,000
+2.5%
8,972
-1.3%
1.26%
-5.5%
Q2 2017$2,198,000
+9.5%
9,089
+6.7%
1.34%
+0.2%
Q1 2017$2,008,000
+21.0%
8,517
+14.7%
1.33%
+0.3%
Q4 2016$1,660,0007,4271.33%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 2022
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