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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
USD 17.1 M +USD 1.56 M +18,342 +10%
SK Wealth Management
402
SK Wealth Management
Rhode Island
USD 17 M +USD 7.65 M +89,717 +93%
Tortoise Investment Management
403
Tortoise Investment Management
New York
USD 16.7 M -USD 445 k -5,220 -3%
SkyOak Wealth
404
SkyOak Wealth
Michigan
USD 16.7 M -USD 136 k -1,590 -0.8%
William Blair & Company
405
William Blair & Company
Illinois
USD 16.6 M +USD 562 k +6,591 +4%
Fortitude Financial
406
Fortitude Financial
Washington
USD 16.5 M -USD 2.02 M -23,619 -11%
Trajan Wealth
407
Trajan Wealth
Arizona
USD 16.4 M +USD 10.9 M +127,607 +214%
Hobbs Group Advisors
408
Hobbs Group Advisors
South Carolina
USD 16.4 M -USD 286 k -3,356 -2%
Valmark Advisers
409
Valmark Advisers
Ohio
USD 16.3 M +USD 795 k +9,321 +5%
Brio Consultants
410
Brio Consultants
California
USD 16.2 M +USD 2.76 M +32,293 +21%
Keystone Financial Services (Nebraska)
411
Keystone Financial Services (Nebraska)
Nebraska
USD 16.1 M -USD 14.1 k -165 -0.1%
Integrity Advisory Solutions
412
Integrity Advisory Solutions
Texas
USD 16.1 M +USD 3.47 M +40,666 +29%
Sheets Smith Wealth Management
413
Sheets Smith Wealth Management
North Carolina
USD 16 M -USD 57.5 k -674 -0.4%
Advyzon Investment Management
414
Advyzon Investment Management
Illinois
USD 15.9 M +USD 2.58 M +30,247 +20%
ARWA LLC
415
ARWA LLC
Texas
USD 15.8 M -USD 2.23 M -26,107 -13%
Advisory Services Network
416
Advisory Services Network
Georgia
USD 15.8 M +USD 142 k +1,667 +0.9%
Chatterton & Associates
417
Chatterton & Associates
California
USD 15.7 M +USD 7.21 M +84,486 +91%
Kohmann Bosshard Financial Services
418
Kohmann Bosshard Financial Services
Ohio
USD 15.6 M -USD 397 k -4,650 -3%
SPAS
419
Spectrum Planning & Advisory Services
California
USD 15.6 M +USD 8.75 M +102,565 +137%
VisionPoint Advisory Group
420
VisionPoint Advisory Group
Texas
USD 15.6 M +USD 6.21 M +72,757 +70%
Pure Financial Advisors
421
Pure Financial Advisors
California
USD 15.5 M +USD 4.7 M +55,133 +46%
United Asset Strategies
422
United Asset Strategies
New York
USD 15.4 M -USD 263 k -3,083 -2%
Meridian Wealth Management
423
Meridian Wealth Management
Kentucky
USD 15.4 M -USD 457 k -5,354 -3%
Paladin Wealth
424
Paladin Wealth
Minnesota
USD 15.3 M +USD 1.62 M +19,031 +12%
CSM Advisors
425
CSM Advisors
Pennsylvania
USD 15.3 M – – –
15 16
17
18 19