Socha Financial Group, 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
Socha Financial Group, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$481,342
-7.0%
1,126
-3.5%
0.26%
-6.2%
Q2 2023$517,308
+31.1%
1,167
+21.1%
0.27%
+7.1%
Q1 2023$394,652
-40.2%
964
-44.1%
0.26%
-45.5%
Q4 2022$659,692
+178.6%
1,725
+160.2%
0.47%
+130.5%
Q3 2022$236,8106630.20%
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