WMG Financial Advisors, 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
WMG Financial Advisors, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$1,131,541
-53.0%
2,647
-51.3%
0.96%
-45.8%
Q2 2023$2,407,898
+937.3%
5,432
+794.9%
1.77%
+794.9%
Q4 2022$232,135
+0.9%
607
-5.3%
0.20%
-4.3%
Q3 2022$230,000
-5.0%
641
-0.2%
0.21%
-1.4%
Q2 2022$242,000
-24.8%
642
-9.8%
0.21%
-11.4%
Q1 2022$322,000
-8.0%
712
-4.4%
0.24%
-13.2%
Q4 2021$350,0007450.27%
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