SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KHCM
2701
Kirtland Hills Capital Management
Ohio
$980K +$943K +1,895 New
FDDB
2702
Fidelity D&D Bancorp
Pennsylvania
$979K – – –
TF
2703
Theory Financial
Colorado
$979K +$38.8K +78 +4%
RCM
2704
Radnor Capital Management
Pennsylvania
$979K – – –
WBCM
2705
Wilson & Boucher Capital Management
California
$978K +$18.4K +37 +2%
VPA
2706
Vernal Point Advisors
California
$976K – – –
FCM
2707
Fourpath Capital Management
Oklahoma
$975K +$996 +2 +0.1%
CG
2708
Clarus Group
Texas
$975K +$996 +2 +0.1%
GCM
2709
Gallacher Capital Management
Colorado
$974K -$210K -421 -18%
MAM
2710
Meeder Asset Management
Ohio
$973K – – –
OWMIAS
2711
One Wealth Management Investment & Advisory Services
Florida
$973K -$110K -220 -11%
WQ
2712
Wealth Quarterback
New Jersey
$973K +$8.96K +18 +1%
DAM
2713
Doheny Asset Management
California
$973K +$180K +361 +24%
TCPG
2714
Trivant Custom Portfolio Group
California
$973K -$364K -731 -28%
CC
2715
Caxton Corporation
New Jersey
$971K +$266K +534 +40%
PFC
2716
Poplar Forest Capital
California
$970K – – –
WSWA
2717
Warren Street Wealth Advisors
California
$969K – – –
VW
2718
Vance Wealth
California
$962K +$126K +253 +16%
AWM
2719
Austin Wealth Management
Texas
$962K +$904K +1,815 New
ACM
2720
Ategra Capital Management
Virginia
$961K – – –
BEW
2721
Burton Enright Welch
California
$957K -$1.49K -3 -0.2%
PWMA
2722
Pension & Wealth Management Advisors
Massachusetts
$956K +$159K +319 +21%
KFA
2723
Kapstone Financial Advisors
Ohio
$956K +$9.96K +20 +1%
VIM
2724
Vista Investment Management
Pennsylvania
$953K -$2.49K -5 -0.3%
WRPWM
2725
Werba Rubin Papier Wealth Management
California
$952K -$16.9K -34 -2%
107 108
109
110 111