Arkadios Wealth Advisors - 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 2,842 filers reported holding SPDR S&P 500 ETF TR in Q3 2021. The put-call ratio across all filers is 1.82 and the average weighting 3.2%.

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Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$22,137,808
+119.7%
52,286
+130.0%
2.10%
+79.3%
Q2 2023$10,075,981
+5.4%
22,731
-2.6%
1.17%
+3.0%
Q1 2023$9,557,535
+4.9%
23,346
-2.0%
1.14%
-5.8%
Q4 2022$9,112,207
+173.7%
23,827
+155.7%
1.21%
+139.2%
Q3 2022$3,329,000
-15.4%
9,320
-10.6%
0.50%
-13.7%
Q2 2022$3,934,000
-28.7%
10,428
-14.6%
0.58%
-19.0%
Q1 2022$5,514,000
-6.4%
12,208
-1.6%
0.72%
-7.4%
Q4 2021$5,893,000
+17.7%
12,407
+6.3%
0.78%
+8.0%
Q3 2021$5,008,000
-11.8%
11,671
-12.0%
0.72%
+4.3%
Q2 2021$5,680,000
+11.2%
13,270
+2.9%
0.69%
-17.8%
Q1 2021$5,110,000
+6.5%
12,893
+0.5%
0.84%
-16.3%
Q4 2020$4,796,000
-99.9%
12,830
+1.7%
1.01%
-54.2%
Q3 2020$4,380,663,000
+0.3%
12,613
-7.9%
2.20%
-9.3%
Q2 2020$4,367,074,000
+6.2%
13,694
-14.2%
2.42%
-7.6%
Q1 2020$4,112,055,000
-6.6%
15,954
+22.1%
2.62%
-0.6%
Q4 2019$4,403,096,000–13,063–2.64%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 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