Baldrige Asset 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
Baldrige Asset Management LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q1 2023$233
+7.9%
569
+0.7%
0.10%0.0%
Q4 2022$216
-99.9%
5650.0%0.10%0.0%
Q3 2022$202,000
-5.2%
5650.0%0.10%
-2.0%
Q2 2022$213,000
-16.5%
5650.0%0.10%
-5.8%
Q1 2022$255,000
-14.4%
565
-9.9%
0.10%
-10.3%
Q4 2021$298,000
+10.8%
6270.0%0.12%
+3.6%
Q3 2021$269,000
+0.4%
6270.0%0.11%
-3.4%
Q2 2021$268,000
+3.9%
627
-3.7%
0.12%
-17.7%
Q1 2021$258,000
+6.2%
6510.0%0.14%
-2.1%
Q4 2020$243,000
+11.5%
6510.0%0.14%
-2.0%
Q3 2020$218,000
+8.5%
6510.0%0.15%
-2.6%
Q2 2020$201,0006510.15%
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