We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
3101
Jensen Investment Management
Oregon
$241K +$242K +630 New
NPPM
3102
North Point Portfolio Managers
Ohio
$240K +$19.2K +50 +9%
SIS
3103
Strategic Investment Solutions
Illinois
$239K +$221K +574 New
SA
3104
Stewardship Advisors
Pennsylvania
$239K -$128K -332 -35%
CCT
3105
Chemung Canal Trust
New York
$239K – – –
PW
3106
Peninsula Wealth
California
$238K – – –
MWM
3107
Maltin Wealth Management
New Jersey
$238K -$1.17M -3,043 -83%
CNBT
3108
Cornerstone National Bank & Trust
Illinois
$237K -$61.5K -160 -20%
FMB
3109
Field & Main Bank
Kentucky
$236K +$117K +305 +98%
MCP
3110
Martin Capital Partners
Oregon
$235K -$302K -787 -56%
HVIA
3111
Hudson Valley Investment Advisors
New York
$235K -$13M -33,814 -98%
FFG
3112
Fullen Financial Group
Ohio
$234K -$65K -169 -23%
RIA
3113
RPG Investment Advisory
California
$233K +$234K +610 New
IWM
3114
Iams Wealth Management
Nebraska
$233K +$234K +608 New
WFA
3115
WMG Financial Advisors
Tennessee
$232K -$13.1K -34 -5%
MG
3116
Marex Group
$230K +$231K +600 New
HIM
3117
Hanlon Investment Management
New Jersey
$229K -$89.2K -232 -28%
3LCM
3118
3D/L Capital Management
Connecticut
$229K – – –
ERIM
3119
Eagle Ridge Investment Management
Connecticut
$228K – – –
I
3120
IMPACTfolio
Colorado
$228K – – –
KMWM
3121
Keudell/Morrison Wealth Management
Oregon
$227K +$228K +594 New
OBGC
3122
O'Brien Greene & Co
Pennsylvania
$227K -$666K -1,732 -74%
BHWM
3123
Bay Harbor Wealth Management
Maryland
$227K -$6.53K -17 -3%
FA
3124
Financial Advisors
Massachusetts
$226K -$138K -359 -38%
LOIP
3125
Live Oak Investment Partners
Texas
$226K – – –
123 124
125
126 127