SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
2651
Bessemer Securities
New York
$561K -$692K -1,734 -56%
BWIA
2652
Bryant Woods Investment Advisors
New York
$560K – – –
BAM
2653
Bellevue Asset Management
Washington
$560K +$11.2K +28 +2%
BCFS
2654
Butensky & Cohen Financial Security
Florida
$559K -$68.2K -171 -11%
RSA
2655
River Street Advisors
Illinois
$557K -$152K -382 -22%
GCA
2656
Gradient Capital Advisors
California
$556K – – –
RA
2657
Ruggaard & Associates
Ohio
$553K +$539K +1,350 New
RPSA
2658
Richard P. Slaughter Associates
Texas
$552K +$59K +148 +12%
LI
2659
Lafayette Investments
Maryland
$551K – – –
MIS
2660
Morningstar Investment Services
Illinois
$551K -$50M -125,339 -99%
ACIM
2661
Azimuth Capital Investment Management
Michigan
$549K -$595K -1,492 -53%
EFH
2662
Eaton Financial Holdings
Florida
$548K -$1.1M -2,758 -67%
FG
2663
Fiduciary Group
Georgia
$548K -$20.7K -52 -4%
ATIA
2664
American Trust Investment Advisors
New Hampshire
$547K – – –
MRCM
2665
M&R Capital Management
New Jersey
$546K +$21.5K +54 +4%
EL
2666
EWA LLC
Pennsylvania
$545K +$529K +1,325 New
DSAM
2667
Dock Street Asset Management
Florida
$544K – – –
ACM
2668
Altrius Capital Management
North Carolina
$544K -$107K -268 -17%
AIM
2669
AHL Investment Management
Florida
$543K +$29.9K +75 +6%
MAM
2670
Morse Asset Management
Connecticut
$543K -$12K -30 -2%
IWP
2671
Insight Wealth Partners
Texas
$542K +$130K +325 +33%
OC
2672
Oarsman Capital
Wisconsin
$542K +$798 +2 +0.2%
ECM
2673
EagleClaw Capital Management
Massachusetts
$542K +$135K +338 +34%
RWM
2674
Rockwood Wealth Management
Pennsylvania
$539K +$525K +1,317 New
WQ
2675
Wealth Quarterback
New Jersey
$537K -$19.6K -49 -4%
105 106
107
108 109