BNC 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 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.

Quarter-by-quarter ownership
BNC WEALTH MANAGEMENT, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,628,106
-3.2%
6,148
+0.4%
1.41%
-2.2%
Q2 2023$2,714,795
+0.8%
6,124
-6.9%
1.44%
-4.2%
Q1 2023$2,694,072
-0.1%
6,581
-6.7%
1.50%
-5.6%
Q4 2022$2,696,610
+8.0%
7,051
+0.9%
1.59%
+5.6%
Q3 2022$2,496,000
+18.6%
6,989
+25.3%
1.51%
+37.2%
Q2 2022$2,104,000
-17.9%
5,578
-1.8%
1.10%
-13.0%
Q1 2022$2,564,000
-28.0%
5,678
-24.3%
1.26%
-25.0%
Q4 2021$3,562,000
+141.3%
7,499
+118.0%
1.68%
+92.6%
Q3 2021$1,476,000
-1.7%
3,440
-2.0%
0.88%
-3.8%
Q2 2021$1,502,000
+20.0%
3,510
+11.1%
0.91%
+2.4%
Q1 2021$1,252,000
+21.8%
3,159
+14.9%
0.89%
+37.0%
Q4 2020$1,028,000
+4.6%
2,750
-6.3%
0.65%
-6.2%
Q3 2020$983,0002,9360.69%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 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