BARRETT & COMPANY, INC. - 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 3,343 filers reported holding SPDR S&P 500 ETF TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 3.2%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,428,622
+14.1%
5,681
+18.4%
1.43%
+15.9%
Q2 2023$2,127,944
+17.4%
4,800
+8.4%
1.23%
+7.5%
Q1 2023$1,812,722
+5.1%
4,428
-1.8%
1.15%
+0.7%
Q4 2022$1,725,1460.0%4,5110.0%1.14%0.0%
Q3 2022$1,725,1464,5111.14%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 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