Compass 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 3,319 filers reported holding SPDR S&P 500 ETF TR in Q1 2023. The put-call ratio across all filers is 2.32 and the average weighting 3.3%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q4 2023$2,403,331
+12.7%
5,056
+1.4%
0.67%
+0.1%
Q3 2023$2,132,271
-0.7%
4,988
+3.0%
0.67%
+3.2%
Q2 2023$2,146,806
+7.9%
4,843
-0.3%
0.65%
+2.7%
Q1 2023$1,989,227
+5.9%
4,859
-1.1%
0.63%
+2.6%
Q4 2022$1,879,2614,9140.62%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q1 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