BLUESTEM FINANCIAL ADVISORS, 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 3,361 filers reported holding SPDR S&P 500 ETF TR in Q3 2023. The put-call ratio across all filers is 1.94 and the average weighting 3.2%.

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Quarter-by-quarter ownership
BLUESTEM FINANCIAL ADVISORS, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$410,808
-3.6%
9610.0%0.25%
-2.7%
Q2 2023$425,992
+8.3%
9610.0%0.26%
+6.6%
Q1 2023$393,424
+4.3%
961
-2.5%
0.24%
-2.4%
Q4 2022$377,076
+7.1%
9860.0%0.25%
-0.4%
Q3 2022$352,000
-5.4%
9860.0%0.25%
-3.9%
Q2 2022$372,000
-38.2%
986
-26.0%
0.26%
-31.5%
Q1 2022$602,000
-4.9%
1,3330.0%0.38%
-3.8%
Q4 2021$633,000
+10.7%
1,3330.0%0.39%
+5.1%
Q3 2021$572,000
+20.2%
1,333
+19.8%
0.37%
+16.5%
Q2 2021$476,000
+7.9%
1,1130.0%0.32%
+2.2%
Q1 2021$441,000
+6.0%
1,1130.0%0.31%
+3.0%
Q4 2020$416,000
+5.9%
1,113
-5.3%
0.30%
-7.9%
Q3 2020$393,000
-1.8%
1,175
-9.4%
0.33%
-9.6%
Q2 2020$400,000
+19.8%
1,2970.0%0.37%
+1.9%
Q1 2020$334,000
-23.6%
1,297
-4.5%
0.36%
-9.6%
Q4 2019$437,000–1,358–0.40%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 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