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State Street SPDR S&P 500 ETF Trust
SPY
SPY
763.47
USD
-2.25
0.29%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
766.47
+3.00
0.39%
1 day
-0.29%
5 days
-0.68%
1 month
3.32%
3 months
1.72%
6 months
11.07%
Year to date
11.75%
1 year
18.83%
5 years
70.43%
10 years
250.46%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2801 |
PW
2801
Peninsula Wealth
San Francisco,
California
| – | -$209K | -623 | Closed |
|
| 2802 |
CSIA
2802
Charles Schwab Investment Advisory
San Francisco,
California
| – | -$205K | -613 | Closed |
|
| 2803 |
MKC
2803
M. Kraus & Co
Shelburne,
Vermont
| – | -$204K | -609 | Closed |
|
| 2804 |
BBL
2804
Beck Bode LLC
Dedham,
Massachusetts
| – | -$156K | -467 | Closed |
|
| 2805 |
CCM
2805
Chiron Capital Management
Tallahassee,
Florida
| – | -$76K | -228 | Closed |
|
| 2806 |
SDWIA
2806
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| – | -$71K | -212 | Closed |
|
| 2807 |
CI
2807
CX Institutional
Auburn,
Indiana
| – | -$56K | -167 | Closed |
|
| 2808 |
CPC
2808
Congress Park Capital
Saratoga Springs,
New York
| – | -$52K | -154 | Closed |
|
| 2809 |
JWM
2809
Jeppson Wealth Management
Manhattan Beach,
California
| – | -$16K | -49 | Closed |
|
| 2810 |
3AM
2810
3EDGE Asset Management
Naples,
Florida
| – | -$1.06K | -3 | Closed |
|