Engrave Wealth Partners 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 3,319 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%.

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Quarter-by-quarter ownership
Engrave Wealth Partners LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,031,509
-4.4%
2,413
-0.8%
0.32%
-7.3%
Q2 2023$1,078,500
+9.2%
2,4330.0%0.34%
+2.7%
Q1 2023$987,993
+3.3%
2,433
-0.5%
0.33%
+0.3%
Q4 2022$956,802
+72.4%
2,444
+57.4%
0.33%
+28.2%
Q3 2022$555,000
-13.0%
1,553
-8.2%
0.26%
-8.5%
Q2 2022$638,000
-8.9%
1,692
+9.2%
0.28%
+8.4%
Q1 2022$700,000
-4.8%
1,550
+0.1%
0.26%
+23.1%
Q4 2021$735,000
+10.7%
1,5480.0%0.21%
+8.2%
Q3 2021$664,000
-29.1%
1,548
-29.2%
0.20%
-30.5%
Q2 2021$936,000
+52.4%
2,187
+41.3%
0.28%
+14.2%
Q1 2021$614,000
+4.4%
1,5480.0%0.25%
-48.9%
Q4 2020$588,000
-9.7%
1,548
-20.3%
0.48%
-23.5%
Q3 2020$651,000
-2.5%
1,943
-10.3%
0.63%
+6.2%
Q2 2020$668,000
-92.6%
2,167
-93.8%
0.59%
-94.4%
Q1 2020$9,030,000
-15.1%
35,035
+6.0%
10.64%
+4.0%
Q4 2019$10,634,000–33,039–10.23%–
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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