We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IP
3101
Isthmus Partners
Wisconsin
$847K -$2.36M -4,011 -73%
BWM
3102
BKM Wealth Management
Wisconsin
$847K -$35.3K -60 -4%
OC
3103
Opinicus Capital
Florida
$841K -$588 -1 -0.1%
CL
3104
CIM LLC
New York
$840K – – –
AFC
3105
AFT Forsyth & Company
Florida
$840K +$7.64K +13 +0.9%
OPW
3106
Osprey Private Wealth
New York
$839K – – –
Karpus Investment Management
3107
Karpus Investment Management
New York
$839K +$217K +370 +33%
LI
3108
Lafayette Investments
Maryland
$839K -$147K -250 -14%
GJIA
3109
Glass Jacobson Investment Advisors
Maryland
$837K – – –
NCTC
3110
New Covenant Trust Company
Indiana
$836K – – –
MA
3111
Mezzasalma Advisors
New Jersey
$836K -$154K -262 -15%
FCT
3112
Family Capital Trust
Massachusetts
$835K – – –
AIA
3113
Alternative Investment Advisors
Florida
$833K +$588 +1 +0.1%
NPA
3114
Nichols & Pratt Advisers
Massachusetts
$831K – – –
BWCS
3115
Beirne Wealth Consulting Services
Connecticut
$830K -$147K -250 -14%
EWA
3116
Encompass Wealth Advisors
Oregon
$829K -$6.47K -11 -0.7%
MCM
3117
Monument Capital Management
Virginia
$829K +$35.3K +60 +4%
Fenimore Asset Management
3118
Fenimore Asset Management
New York
$826K – – –
CIA
3119
Cladis Investment Advisory
Montana
$825K – – –
AA
3120
Addison Advisors
Vermont
$823K +$20K +34 +2%
MCA
3121
Midwest Capital Advisors
Michigan
$822K – – –
AWM
3122
AllSquare Wealth Management
New York
$819K -$5.88K -10 -0.7%
AWM
3123
AAF Wealth Management
Massachusetts
$817K -$58.8K -100 -6%
HWM
3124
HighMark Wealth Management
Minnesota
$817K +$14.1K +24 +2%
IIC
3125
Integrated Investment Consultants
Michigan
$817K +$169M +286,695 +16,097%