Wealth Enhancement & Preservation of GA, LLC - SPDR S&P 500 ETF TR ownership

SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,319 filers reported holding SPDR S&P 500 ETF TR in Q1 2023. The put-call ratio across all filers is 2.32 and the average weighting 3.3%.

Quarter-by-quarter ownership
Wealth Enhancement & Preservation of GA, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q2 2023$38,103,427
+223.3%
85,958
+198.6%
36.58%
+159.0%
Q1 2023$11,786,926
+2238.7%
28,791
+1736.2%
14.12%
+5374.4%
Q4 2019$504,0001,5680.26%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 2023
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