Total Clarity Wealth Management, 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 2,842 filers reported holding SPDR S&P 500 ETF TR in Q3 2021. The put-call ratio across all filers is 1.82 and the average weighting 3.2%.

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Quarter-by-quarter ownership
Total Clarity Wealth Management, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$4,279,557
+58.4%
10,011
+64.3%
2.06%
+53.7%
Q2 2023$2,700,888
+12.4%
6,093
+3.8%
1.34%
+2.8%
Q1 2023$2,402,133
-8.4%
5,868
-14.5%
1.30%
-2.4%
Q4 2022$2,623,552
+3.3%
6,860
-3.5%
1.34%
-15.9%
Q3 2022$2,540,000
-1.9%
7,110
+3.6%
1.59%
+18.5%
Q2 2022$2,590,000
-7.3%
6,865
+10.9%
1.34%
-12.6%
Q1 2022$2,795,000
-2.3%
6,189
+2.8%
1.53%
+18.0%
Q4 2021$2,860,000
+6.5%
6,021
-34.8%
1.30%
+1.7%
Q3 2021$2,686,000
+11.5%
9,235
+64.1%
1.28%
-5.0%
Q2 2021$2,409,000
+12.0%
5,628
+3.7%
1.34%
+8.7%
Q1 2021$2,151,000
-4.3%
5,428
-9.7%
1.24%
-20.8%
Q4 2020$2,247,000
+10.7%
6,009
-0.8%
1.56%
-11.9%
Q3 2020$2,029,000
-5.0%
6,058
-12.6%
1.77%
-9.7%
Q2 2020$2,136,000
+19.7%
6,928
+0.1%
1.96%
-28.9%
Q1 2020$1,785,000
-20.1%
6,924
-0.3%
2.76%
+64.5%
Q4 2019$2,234,000–6,942–1.68%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 2021
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