LifeSteps Financial, Inc. - SPDR S&P 500 ETF TR ownership

Back to all holdings Add to watchlist

SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.

Links
Filings
External links
Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$13,857,745
-3.4%
32,417
+0.2%
14.10%
-0.6%
Q2 2023$14,347,354
+4.7%
32,366
-3.3%
14.18%
-2.4%
Q1 2023$13,697,122
-1.8%
33,457
-8.2%
14.53%
+0.1%
Q4 2022$13,941,496
+3.8%
36,455
-3.1%
14.52%
-4.1%
Q3 2022$13,437,000
-11.5%
37,621
-6.5%
15.14%
-4.3%
Q2 2022$15,175,000
-16.7%
40,225
-0.3%
15.82%
+17.4%
Q1 2022$18,217,000
-9.5%
40,335
-4.8%
13.47%
-5.4%
Q4 2021$20,125,000
+10.6%
42,372
-0.1%
14.24%
+2.3%
Q3 2021$18,200,000
-0.8%
42,410
-1.0%
13.92%
-1.1%
Q2 2021$18,339,000
+11.6%
42,842
+3.3%
14.09%
+2.7%
Q1 2021$16,434,000
+5.0%
41,466
-1.0%
13.72%
-4.4%
Q4 2020$15,655,000
+11.5%
41,872
-0.1%
14.36%
-3.0%
Q3 2020$14,036,000
+6.9%
41,911
-1.5%
14.81%
-2.3%
Q2 2020$13,124,000
+18.3%
42,562
-1.1%
15.15%
+18.7%
Q1 2020$11,091,000
-17.4%
43,030
+3.1%
12.77%
+0.7%
Q4 2019$13,434,000–41,739–12.68%–
 Download
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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