HOWARD WEALTH MANAGEMENT, LLC - 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 3,215 filers reported holding SPDR S&P 500 ETF TR in Q1 2022. The put-call ratio across all filers is 2.64 and the average weighting 3.3%.

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Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,844,452
-4.0%
6,654
-0.5%
2.62%
+2.0%
Q2 2023$2,964,213
+8.0%
6,687
-0.2%
2.57%
+12.4%
Q1 2023$2,743,732
+9.1%
6,702
+1.9%
2.29%
+10.9%
Q4 2022$2,516,007
+11.1%
6,579
+3.7%
2.06%
+28.7%
Q3 2022$2,265,000
+83.1%
6,342
+93.4%
1.60%
+22.4%
Q2 2022$1,237,000
-55.8%
3,280
-47.0%
1.31%
-14.0%
Q1 2022$2,796,000
-4.5%
6,191
+0.5%
1.52%
-1.4%
Q4 2021$2,927,000
+11.3%
6,163
+0.6%
1.54%
+5.1%
Q3 2021$2,629,000
-2.1%
6,128
-2.4%
1.47%
-0.5%
Q2 2021$2,686,000
+8.4%
6,277
+0.3%
1.48%
+1.9%
Q1 2021$2,479,000
+7.6%
6,257
+1.5%
1.45%
+0.9%
Q4 2020$2,303,000
+13.8%
6,162
+2.0%
1.44%
-0.4%
Q3 2020$2,023,000
+7.3%
6,042
-1.2%
1.44%
-6.3%
Q2 2020$1,885,000
+24.5%
6,116
+4.1%
1.54%
-3.3%
Q1 2020$1,514,000
-21.9%
5,876
-2.5%
1.59%
-1.7%
Q4 2019$1,939,000–6,026–1.62%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 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