Prestige Wealth Management Group 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 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.

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Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$56,208
-3.6%
1310.0%0.01%0.0%
Q2 2023$58,285
+6.7%
131
-1.5%
0.01%0.0%
Q1 2023$54,650
+6.9%
1330.0%0.01%
+7.7%
Q4 2022$51,100
+0.2%
133
-7.0%
0.01%
-7.1%
Q3 2022$51,000
-39.3%
143
-35.9%
0.01%
-39.1%
Q2 2022$84,000
+140.0%
223
+185.9%
0.02%
+155.6%
Q1 2022$35,0000.0%78
+6.8%
0.01%
+12.5%
Q4 2021$35,000
+20.7%
73
+9.0%
0.01%
+14.3%
Q3 2021$29,000
-3.3%
67
-4.3%
0.01%
-12.5%
Q2 2021$30,000
+36.4%
70
+25.0%
0.01%
+33.3%
Q1 2021$22,000
-89.8%
56
-90.3%
0.01%
-89.8%
Q4 2020$216,000
+11.3%
5790.0%0.06%0.0%
Q3 2020$194,000
+1.0%
579
-7.2%
0.06%
-13.2%
Q2 2020$192,0000.0%624
-16.1%
0.07%
-16.0%
Q1 2020$192,000
-18.6%
744
+1.2%
0.08%
-37.2%
Q4 2019$236,000
+8.3%
735
+0.1%
0.13%
+0.8%
Q3 2019$218,000
-0.9%
734
-2.1%
0.13%
-3.8%
Q2 2019$220,000
+38.4%
750
+33.2%
0.13%
+35.7%
Q1 2019$159,000
+12.8%
5630.0%0.10%
-5.8%
Q4 2018$141,000–563–0.10%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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