9258 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 3,240 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
9258 Wealth Management, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,306,764
-4.0%
3,057
-0.5%
0.25%
-0.8%
Q2 2023$1,361,649
+2.4%
3,072
-5.5%
0.26%
-4.8%
Q1 2023$1,330,359
+0.4%
3,250
-6.2%
0.27%
-6.3%
Q4 2022$1,324,905
+5.3%
3,464
-1.6%
0.29%
-10.9%
Q3 2022$1,258,000
-3.8%
3,522
+1.6%
0.32%
-3.9%
Q2 2022$1,308,000
-16.3%
3,467
+0.2%
0.34%
-7.7%
Q1 2022$1,563,000
+7.8%
3,461
+13.4%
0.36%
+9.0%
Q4 2021$1,450,000
+25.9%
3,052
+13.7%
0.33%
+8.1%
Q3 2021$1,152,000
+0.9%
2,685
+0.6%
0.31%
+0.3%
Q2 2021$1,142,000
+7.9%
2,6690.0%0.31%
-3.5%
Q1 2021$1,058,000
+5.6%
2,669
-0.4%
0.32%
-2.8%
Q4 2020$1,002,000
+14.5%
2,6800.0%0.33%
-1.2%
Q3 2020$875,000
+5.5%
2,680
-0.3%
0.33%
-1.5%
Q2 2020$829,000
+8.2%
2,689
+0.8%
0.34%
-0.3%
Q1 2020$766,000
-13.1%
2,667
-2.6%
0.34%
+4.3%
Q4 2019$881,000–2,737–0.32%–
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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