Castleview 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 2,810 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%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$3,613,092
-31.2%
8,452
-28.7%
3.34%
-29.4%
Q2 2023$5,252,868
+1.3%
11,850
-6.4%
4.73%
+3.0%
Q1 2023$5,183,403
-19.6%
12,659
-25.0%
4.59%
-26.9%
Q4 2022$6,450,839
+9.1%
16,868
+1.9%
6.28%
+11.2%
Q3 2022$5,911,000
-99.1%
16,550
+333.8%
5.65%
+1005.1%
Q2 2022$642,667,000
+5432.6%
3,815
-85.2%
0.51%
-92.9%
Q1 2022$11,616,000
-41.8%
25,720
-99.7%
7.23%
+4444.7%
Q4 2021$19,963,000
+29.1%
9,481,626
+26145.3%
0.16%
-97.7%
Q2 2021$15,464,000
+477.7%
36,127
+127.1%
6.78%
+206.2%
Q1 2018$2,677,00015,9092.21%
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