BCS Wealth Management - 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
BCS Wealth Management ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,548
+1.7%
3,620
+5.4%
0.64%
-42.0%
Q2 2023$1,522
+5.9%
3,433
-2.2%
1.11%
+71.2%
Q1 2023$1,437
+16.5%
3,509
+8.8%
0.65%
+25.8%
Q4 2022$1,233
-99.9%
3,224
-13.6%
0.52%
-17.7%
Q3 2022$1,333,000
-2.6%
3,733
+2.9%
0.63%
+3.1%
Q2 2022$1,369,000
-15.4%
3,628
+1.2%
0.61%
-9.4%
Q1 2022$1,619,000
-1.5%
3,584
+3.6%
0.67%
+13.7%
Q4 2021$1,643,000
+11.2%
3,459
+0.4%
0.59%
-5.9%
Q3 2021$1,478,000
+8.9%
3,445
+8.7%
0.63%
-13.0%
Q2 2021$1,357,000
+4.1%
3,170
-3.6%
0.72%
+16.7%
Q1 2021$1,303,000
+7.9%
3,287
+1.7%
0.62%
-1.4%
Q4 2020$1,208,000
+11.6%
3,2320.0%0.63%
+2.5%
Q3 2020$1,082,000
+13.4%
3,232
+4.5%
0.61%
+7.2%
Q2 2020$954,000
+19.7%
3,0930.0%0.57%
+2.3%
Q1 2020$797,000
-6.8%
3,093
+16.4%
0.56%
-2.1%
Q4 2019$855,000–2,658–0.57%–
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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