SURIENCE PRIVATE WEALTH 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 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.

Quarter-by-quarter ownership
SURIENCE PRIVATE WEALTH LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q2 2023$610,840
-93.5%
1,378
-94.0%
0.87%
-93.7%
Q1 2023$9,379,534
-22.7%
22,911
-27.8%
13.82%
-14.2%
Q4 2022$12,136,416
+3840.4%
31,735
+3585.8%
16.10%
+1935.9%
Q3 2022$308,000
-98.1%
861
-98.0%
0.79%
-96.8%
Q2 2022$16,336,000
+11.7%
43,302
+33.7%
24.64%
+92.6%
Q1 2022$14,625,000
+92.6%
32,382
+102.5%
12.79%
+106.7%
Q4 2021$7,594,00015,9886.19%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 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