PAX Financial Group, 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 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.

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Quarter-by-quarter ownership
PAX Financial Group, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$698,930
-1.3%
1,635
+2.3%
0.16%
-0.6%
Q2 2023$708,361
+15.2%
1,598
+6.4%
0.16%
+8.8%
Q1 2023$614,904
+7.3%
1,502
+0.3%
0.15%
+1.4%
Q4 2022$572,880
+7.1%
1,4980.0%0.14%
+5.8%
Q3 2022$535,000
-5.3%
1,4980.0%0.14%
-4.2%
Q2 2022$565,000
-16.5%
1,4980.0%0.14%
-8.9%
Q1 2022$677,000
-4.8%
1,4980.0%0.16%
-1.3%
Q4 2021$711,000
+10.6%
1,4980.0%0.16%
+1.3%
Q3 2021$643,000
+0.3%
1,4980.0%0.16%
-3.1%
Q2 2021$641,000
+7.9%
1,4980.0%0.16%
-3.0%
Q1 2021$594,000
+6.1%
1,4980.0%0.17%
-4.6%
Q4 2020$560,000
+11.6%
1,4980.0%0.18%
-0.6%
Q3 2020$502,000
+8.7%
1,4980.0%0.18%0.0%
Q2 2020$462,000
-14.0%
1,498
-21.1%
0.18%
-23.1%
Q1 2020$537,000
-37.2%
1,898
-25.2%
0.23%
-37.4%
Q4 2019$855,000–2,538–0.37%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 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