Campbell Wealth Management - 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 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%.

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Quarter-by-quarter ownership
Campbell Wealth Management ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,373
-43.9%
3,213
-41.8%
0.17%
-24.1%
Q2 2023$2,446
+116.7%
5,516
+100.0%
0.22%
+56.0%
Q1 2023$1,129
+7.0%
2,7580.0%0.14%
-4.1%
Q4 2022$1,055
-99.9%
2,758
-0.5%
0.15%
+2.8%
Q3 2022$990,000
-4.8%
2,771
+0.5%
0.14%
-2.1%
Q2 2022$1,040,000
-16.9%
2,758
-0.5%
0.15%
-3.9%
Q1 2022$1,252,000
-5.3%
2,771
-0.5%
0.15%
+0.7%
Q4 2021$1,322,000
+17.0%
2,784
+5.7%
0.15%0.0%
Q3 2021$1,130,000
+3.8%
2,634
+3.6%
0.15%
+2.7%
Q2 2021$1,089,000
+8.5%
2,543
+0.4%
0.15%
+6.5%
Q1 2021$1,004,000
+4.8%
2,532
-4.5%
0.14%
-1.4%
Q4 2020$958,000
+13.2%
2,650
+4.9%
0.14%
+1.4%
Q3 2020$846,000
+8.6%
2,5260.0%0.14%
+1.5%
Q2 2020$779,000
+17.9%
2,526
-4.7%
0.14%
-5.6%
Q1 2020$661,000
-18.7%
2,650
+4.9%
0.14%
-11.7%
Q4 2019$813,000–2,526–0.16%–
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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