SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3251
Sompo Asset Management
Japan
$699K -$58.8K -100 -7%
CMTU
3252
Capital Markets Trading (UK)
United Kingdom
$699K +$735K +1,250 New
WCWM
3253
Willow Creek Wealth Management
California
$699K – – –
VIPI
3254
Vista Investment Partners II
Indiana
$698K +$36.4K +62 +5%
SAM
3255
Steinberg Asset Management
New York
$698K +$129K +220 +21%
PSB
3256
Piscataqua Savings Bank
New Hampshire
$698K +$406K +690 +124%
FPW
3257
Fairvoy Private Wealth
Alabama
$696K +$2.35K +4 +0.3%
HP
3258
HT Partners
Connecticut
$694K – – –
CH
3259
Canton Hathaway
Rhode Island
$694K – – –
APM
3260
a16z Perennial Management
California
$693K – – –
AFM
3261
Abbot Financial Management
Massachusetts
$693K – – –
MIA
3262
MeadowBrook Investment Advisors
Michigan
$693K -$64.7K -110 -8%
VAS
3263
Vestmark Advisory Solutions
Massachusetts
$692K -$848K -1,442 -54%
EL
3264
EWA LLC
Pennsylvania
$692K -$5.88K -10 -0.8%
HWMC
3265
Heritage Wealth Management (California)
California
$690K -$60.5K -103 -8%
SLWA
3266
San Luis Wealth Advisors
California
$689K -$321K -546 -31%
JBA
3267
Johnson Bixby & Associates
Washington
$687K +$420K +714 +139%
BI
3268
Ballast Inc
Kentucky
$686K +$7.05K +12 +1%
JA
3269
JVL Associates
Michigan
$685K -$118K -200 -14%
BIG
3270
Boothe Investment Group
Delaware
$682K -$8.4M -14,288 -92%
KWM
3271
KFG Wealth Management
Indiana
$680K -$8.57M -14,572 -92%
C1AG
3272
Client 1st Advisory Group
Florida
$679K +$408K +694 +133%
ACM
3273
Altrius Capital Management
North Carolina
$679K +$56.4K +96 +9%
HCM
3274
Hall Capital Management
Rhode Island
$679K -$20.6K -35 -3%
GHA
3275
Granite Harbor Advisors
Texas
$679K – – –
129 130
131
132 133