Core Wealth Advisors, 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 2,810 filers reported holding SPDR S&P 500 ETF TR in Q4 2020. The put-call ratio across all filers is 1.76 and the average weighting 3.2%.

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Quarter-by-quarter ownership
Core Wealth Advisors, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,117,006
-3.6%
2,6130.0%0.46%
-1.7%
Q2 2023$1,158,291
+8.2%
2,613
-0.0%
0.46%
+8.9%
Q1 2023$1,070,146
+4.8%
2,614
-2.1%
0.43%
-4.5%
Q4 2022$1,021,471
+8.6%
2,671
+1.4%
0.45%
-18.4%
Q3 2022$941,000
-5.3%
2,6340.0%0.55%
-10.3%
Q2 2022$994,000
-17.7%
2,634
-1.5%
0.61%
-9.9%
Q1 2022$1,208,000
-5.4%
2,675
-0.5%
0.68%
-11.1%
Q4 2021$1,277,000
+10.7%
2,6880.0%0.76%
-0.3%
Q3 2021$1,154,000
+0.3%
2,6880.0%0.76%
-0.4%
Q2 2021$1,151,000
+8.1%
2,6880.0%0.77%
-18.2%
Q1 2021$1,065,000
+6.0%
2,6880.0%0.94%
+4.6%
Q4 2020$1,005,000
+8.3%
2,688
-3.0%
0.90%
+3.3%
Q3 2020$928,000
+11.0%
2,772
+2.3%
0.87%
+18.1%
Q2 2020$836,000
-35.4%
2,711
-46.0%
0.74%
-25.3%
Q1 2020$1,294,000
-23.3%
5,020
-4.3%
0.98%
+1.7%
Q4 2019$1,688,000–5,245–0.97%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2020
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