SUMMIT WEALTH & RETIREMENT PLANNING, INC. - 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$6,225,819
-6.5%
14,564
-3.1%
2.50%
-4.4%
Q2 2023$6,659,395
+8.8%
15,023
+0.5%
2.62%
+14.5%
Q1 2023$6,119,152
+15.9%
14,947
+8.3%
2.29%
+6.6%
Q4 2022$5,277,916
+27.1%
13,801
+18.7%
2.15%
+29.8%
Q3 2022$4,154,000
+51.0%
11,630
+59.5%
1.65%
+56.5%
Q2 2022$2,751,000
+8.4%
7,292
+29.8%
1.06%
+17.9%
Q1 2022$2,537,000
+331.5%
5,617
+353.7%
0.90%
+345.8%
Q4 2021$588,000
-50.2%
1,238
-55.0%
0.20%
-53.5%
Q3 2021$1,181,000
+314.4%
2,751
+197.7%
0.43%
+222.4%
Q2 2020$285,000
+5.9%
924
-11.6%
0.13%
-6.9%
Q1 2020$269,000
-40.7%
1,045
-25.9%
0.14%
-28.7%
Q4 2019$454,000
-6.6%
1,411
-13.8%
0.20%
-31.3%
Q3 2019$486,000
-23.3%
1,637
-24.4%
0.29%
-20.8%
Q2 2019$634,000
+3.3%
2,1650.0%0.37%
+1.6%
Q1 2019$614,000
+27.7%
2,165
+12.4%
0.36%0.0%
Q4 2018$481,000–1,926–0.36%–
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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