Horizon Wealth Management, 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 3,343 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%.

Quarter-by-quarter ownership
Horizon Wealth Management, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$5,967,771
+0.8%
13,960
+4.5%
2.40%
+2.7%
Q2 2023$5,923,068
+243.2%
13,362
+217.0%
2.34%
+80.4%
Q1 2023$1,725,659
+5.0%
4,215
-1.9%
1.30%
-3.3%
Q4 2022$1,643,366
-1.7%
4,297
-8.2%
1.34%
+9.2%
Q3 2022$1,672,000
+2.6%
4,681
+8.4%
1.23%
+81.6%
Q2 2022$1,629,000
+11.7%
4,319
+33.8%
0.68%
+49.0%
Q1 2022$1,459,000
+9.3%
3,229
+14.8%
0.45%
+16.5%
Q4 2021$1,335,0002,8120.39%
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