LWS 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 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
LWS Wealth Advisors, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,150,000
-4.8%
5,030
-1.3%
0.94%
-1.2%
Q2 2023$2,258,000
-15.6%
5,094
-22.1%
0.95%
-13.2%
Q1 2023$2,676,000
-5.5%
6,537
-11.7%
1.10%
-7.6%
Q4 2022$2,832,680
+64.9%
7,407
+54.0%
1.19%
+80.4%
Q3 2022$1,718,000
-26.2%
4,811
-22.0%
0.66%
-40.0%
Q2 2022$2,327,000
+2.3%
6,170
+22.5%
1.10%
+13.1%
Q1 2022$2,274,000
+69.2%
5,035
+77.9%
0.97%
+76.2%
Q4 2021$1,344,000
+9.9%
2,830
-0.7%
0.55%
+2.6%
Q3 2021$1,223,000
-0.7%
2,851
-0.9%
0.54%
-2.0%
Q2 2021$1,232,000
+11.1%
2,878
+2.9%
0.55%
+8.7%
Q1 2021$1,109,000
+4.0%
2,797
-1.9%
0.50%
+5.0%
Q4 2020$1,066,000
+26.5%
2,851
+13.3%
0.48%
+15.7%
Q3 2020$843,000
+0.8%
2,517
-7.1%
0.41%
-5.5%
Q2 2020$836,000
+4.1%
2,710
-13.1%
0.44%
-16.3%
Q1 2020$803,000
-28.0%
3,117
-10.1%
0.52%
-9.0%
Q4 2019$1,116,000–3,467–0.58%–
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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