Security National Bank - 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 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.

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Quarter-by-quarter ownership
Security National Bank ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$447,375
-3.3%
1,0440.0%0.13%
+6.8%
Q2 2023$462,784
+8.3%
1,0440.0%0.12%
+3.5%
Q1 2023$427,403
-14.9%
1,044
-20.5%
0.11%
-15.6%
Q4 2022$502,513
+7.1%
1,3140.0%0.14%
+3.1%
Q3 2022$469,000
-38.0%
1,314
-34.4%
0.13%
-37.6%
Q2 2022$756,000
-16.5%
2,0040.0%0.21%
+1.4%
Q1 2022$905,000
-15.5%
2,004
-11.1%
0.21%
-14.5%
Q4 2021$1,071,000
+32.1%
2,254
+19.3%
0.24%
+19.2%
Q3 2021$811,000
+0.2%
1,8890.0%0.20%
-4.7%
Q2 2021$809,000
+15.4%
1,889
+6.8%
0.21%
+3.4%
Q1 2021$701,000
+66.9%
1,769
+57.5%
0.21%
+54.9%
Q4 2020$420,000
+11.7%
1,1230.0%0.13%
+1.5%
Q3 2020$376,000
+8.7%
1,1230.0%0.13%
-8.4%
Q2 2020$346,000
+19.7%
1,1230.0%0.14%
-5.9%
Q1 2020$289,000
-19.9%
1,1230.0%0.15%
-5.6%
Q4 2019$361,000
+8.4%
1,1230.0%0.16%
+2.5%
Q3 2019$333,000
+1.2%
1,1230.0%0.16%
-3.7%
Q2 2019$329,000
+47.5%
1,123
+42.2%
0.16%
+40.5%
Q1 2019$223,000–790–0.12%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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