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
LI
3101
Lafayette Investments
Maryland
$926K – – –
WIC
3102
Wilkins Investment Counsel
Massachusetts
$926K -$84.6K -148 -9%
NCTC
3103
New Covenant Trust Company
Indiana
$925K – – –
GIA
3104
GHP Investment Advisors
Colorado
$925K -$16.6K -29 -2%
HIMC
3105
Heritage Investors Management Corp
Maryland
$924K -$85.2K -149 -9%
CPG
3106
Cornerstone Planning Group
New Jersey
$923K -$912K -1,596 -52%
AFC
3107
AFT Forsyth & Company
Florida
$923K – – –
DWA
3108
Delap Wealth Advisory
Oregon
$922K +$422K +738 +98%
FCT
3109
Family Capital Trust
Massachusetts
$922K – – –
BH
3110
Burk Holdings
Oklahoma
$919K +$29.7K +52 +4%
NPA
3111
Nichols & Pratt Advisers
Massachusetts
$918K – – –
BWCS
3112
Beirne Wealth Consulting Services
Connecticut
$917K – – –
ZIG
3113
Zuckerman Investment Group
Illinois
$916K +$19.4K +34 +2%
RF
3114
Rossby Financial
Florida
$916K +$11.4K +20 +1%
MCM
3115
Monument Capital Management
Virginia
$915K -$572 -1 -0.1%
FAM
3116
Fenimore Asset Management
New York
$913K – – –
KAM
3117
KEB Asset Management
Illinois
$912K +$84.6K +148 +11%
AR
3118
Apeiron RIA
Texas
$912K +$102K +179 +14%
DWM
3119
Drive Wealth Management
Utah
$910K +$98.9K +173 +13%
A
3120
Argentarii
Ohio
$908K -$47.4K -83 -5%
MCA
3121
Midwest Capital Advisors
Michigan
$908K – – –
WMA
3122
West Michigan Advisors
Michigan
$908K -$90.3K -158 -10%
TIA
3123
Tiemann Investment Advisors
California
$907K +$8.57K +15 +1%
CC
3124
Capital Counsel
New York
$907K -$109K -190 -11%
BWP
3125
Barlow Wealth Partners
Kentucky
$906K +$572 +1 +0.1%
123 124
125
126 127