Integrated Wealth Concepts 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 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$49,068,624
-0.7%
114,786
+2.9%
0.87%
+2.2%
Q2 2023$49,431,101
+109578.7%
111,512
+1.3%
0.85%
-8.8%
Q1 2023$45,069
+100.3%
110,088
+87.1%
0.93%
+52.0%
Q4 2022$22,501
-99.9%
58,837
+1.1%
0.61%
-8.0%
Q3 2022$20,777,000
-13.4%
58,169
-8.5%
0.66%
-11.1%
Q2 2022$23,987,000
+9.0%
63,583
+30.5%
0.75%
+11.0%
Q1 2022$22,007,000
+14.4%
48,728
+20.3%
0.67%
+17.7%
Q4 2021$19,231,000
+12.2%
40,491
+1.4%
0.57%
+2.5%
Q3 2021$17,143,000
+1.7%
39,949
+1.4%
0.56%
-6.5%
Q2 2021$16,860,000
+20.7%
39,386
+11.8%
0.60%
+4.2%
Q1 2021$13,967,000
-31.8%
35,242
-35.7%
0.57%
-40.9%
Q4 2020$20,483,000
+129.3%
54,784
+105.4%
0.97%
+75.9%
Q3 2020$8,931,000
+28.2%
26,667
+18.1%
0.55%
+10.0%
Q2 2020$6,964,000
+29.0%
22,584
+7.8%
0.50%
+0.4%
Q1 2020$5,400,000
-32.0%
20,950
-15.2%
0.50%
-25.6%
Q4 2019$7,947,000
+13.7%
24,692
+4.8%
0.67%
-14.6%
Q3 2019$6,992,000
+8.6%
23,561
-4.4%
0.79%
-6.8%
Q2 2019$6,436,000
+169.9%
24,650
+191.9%
0.84%
+108.7%
Q1 2019$2,385,000
+32.7%
8,444
+17.4%
0.40%
-17.2%
Q4 2018$1,797,000
+45.4%
7,192
+69.7%
0.49%
+30.8%
Q3 2018$1,236,000
+21.4%
4,237
+13.2%
0.37%
+7.5%
Q2 2018$1,018,000
-58.4%
3,743
-60.6%
0.35%
-64.7%
Q1 2018$2,449,000
+116.7%
9,510
+130.6%
0.98%
+103.3%
Q4 2017$1,130,0004,1240.48%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 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