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ícone de SPY

State Street SPDR S&P 500 ETF Trust
SPY

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Duncker Streett & Co
2001
Duncker Streett & Co
Missouri
US$ 4,79 mi +US$ 349 mil +482 +8%
Insight Wealth Strategies
2002
Insight Wealth Strategies
California
US$ 4,78 mi -US$ 246 mil -339 -5%
Argos Wealth Advisors
2003
Argos Wealth Advisors
California
US$ 4,77 mi +US$ 772 mil +1.065 +20%
Midland Wealth Advisors
2004
Midland Wealth Advisors
Illinois
US$ 4,75 mi -US$ 33,4 mil -46 -0,7%
Prism Advisors
2005
Prism Advisors
California
US$ 4,75 mi -US$ 76,9 mil -106 -2%
Essex LLC
2006
Essex LLC
Illinois
US$ 4,74 mi -US$ 2,9 mil -4 -0,1%
Castleview Partners
2007
Castleview Partners
Texas
US$ 4,74 mi -US$ 16,7 mil -23 -0,4%
Evensky & Katz
2008
Evensky & Katz
Florida
US$ 4,74 mi +US$ 749 mil +1.033 +19%
Horizon Wealth Management
2009
Horizon Wealth Management
Illinois
US$ 4,74 mi +US$ 76,1 mil +105 +2%
SIA
2010
Schear Investment Advisers
Ohio
US$ 4,74 mi -US$ 3,53 mi -4.869 -43%
Consolidated Planning Corp
2011
Consolidated Planning Corp
Georgia
US$ 4,73 mi -US$ 166 mil -229 -3%
Drucker Wealth 3.0
2012
Drucker Wealth 3.0
New Jersey
US$ 4,73 mi -US$ 8,7 mil -12 -0,2%
Hemenway Trust Hemenway Trust
2013
Hemenway Trust Hemenway Trust
New Hampshire
US$ 4,72 mi -US$ 34,1 mil -47 -0,7%
North Star Asset Management
2014
North Star Asset Management
Wisconsin
US$ 4,7 mi -US$ 100 mil -138 -2%
TDB
2015
Thompson David Blair
US$ 4,7 mi -US$ 360 mil -497 -7%
Investment House LLC
2016
Investment House LLC
California
US$ 4,7 mi +US$ 4,56 mi +6.292 Nova
Tillman Hartley LLC
2017
Tillman Hartley LLC
Colorado
US$ 4,68 mi – – –
Cooksen Wealth
2018
Cooksen Wealth
Texas
US$ 4,67 mi +US$ 1,36 mi +1.876 +43%
Liberty Wealth Management
2019
Liberty Wealth Management
California
US$ 4,67 mi – – –
Abundance Wealth Counselors
2020
Abundance Wealth Counselors
Pennsylvania
US$ 4,67 mi +US$ 1,93 mi +2.658 +74%
Councilmark Asset Management
2021
Councilmark Asset Management
Tennessee
US$ 4,66 mi – – –
EWA LLC
2022
EWA LLC
Pennsylvania
US$ 4,66 mi +US$ 18,8 mil +26 +0,4%
SC&H Financial Advisors
2023
SC&H Financial Advisors
Maryland
US$ 4,65 mi +US$ 27,6 mil +38 +0,6%
Rebalance
2024
Rebalance
California
US$ 4,65 mi -US$ 965 mil -1.331 -18%
Elevation Wealth Partners
2025
Elevation Wealth Partners
California
US$ 4,64 mi -US$ 10,9 mil -15 -0,2%
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