Powell Investment Advisors, 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 3,343 filers reported holding SPDR S&P 500 ETF TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 3.2%.

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Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,367,868
+4.6%
3,188
+8.5%
0.82%
+7.6%
Q2 2023$1,307,171
+9.0%
2,938
+0.6%
0.76%
+14.4%
Q1 2023$1,199,763
+22.1%
2,920
+14.2%
0.67%
+17.2%
Q4 2022$982,539
+14.1%
2,557
+6.5%
0.57%
+0.9%
Q3 2022$861,000
-10.1%
2,400
-5.1%
0.56%
-2.8%
Q2 2022$958,000
-13.3%
2,529
+3.7%
0.58%
-9.6%
Q1 2022$1,105,000
+10.6%
2,439
+16.8%
0.64%
+13.2%
Q4 2021$999,000
+11.6%
2,089
+0.5%
0.57%
+2.7%
Q3 2021$895,000
+1.5%
2,079
+1.2%
0.55%
+2.0%
Q2 2021$882,000
+8.1%
2,054
+0.1%
0.54%
+1.5%
Q1 2021$816,000
+9.7%
2,052
+3.6%
0.53%
-5.7%
Q4 2020$744,000
+13.9%
1,981
+2.1%
0.57%
+1.1%
Q3 2020$653,000
-2.4%
1,941
-10.1%
0.56%
-13.4%
Q2 2020$669,000
-0.1%
2,160
-16.4%
0.65%
-20.2%
Q1 2020$670,000
-16.8%
2,584
+3.8%
0.81%
-3.3%
Q4 2019$805,000–2,489–0.84%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 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