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
NC
3376
NovaPoint Capital
Georgia
$383K +$553 +1 +0.1%
SP
3377
SWS Partners
Ohio
$383K -$109K -197 -23%
MCWA
3378
Meadow Creek Wealth Advisors
Georgia
$383K +$553 +1 +0.2%
QIM
3379
Quest Investment Management
Oregon
$382K – – –
LB
3380
Legacy Bridge
Iowa
$382K – – –
CCM
3381
Cutler Capital Management
Massachusetts
$379K +$1.11K +2 +0.3%
NHFG
3382
New Harbor Financial Group
Massachusetts
$378K -$686K -1,241 -65%
SA
3383
swisspartners Advisors
Switzerland
$377K – – –
GWSA
3384
Global Wealth Strategies & Associates
Colorado
$377K +$83.5K +151 +30%
C1AG
3385
Client 1st Advisory Group
Florida
$376K +$6.08K +11 +2%
PWM
3386
Partnership Wealth Management
Maryland
$375K -$249K -450 -41%
CI
3387
CPR Investments
Michigan
$375K +$362K +654 New
ACA
3388
Anchor Capital Advisors
Massachusetts
$375K – – –
SMAM
3389
Sugar Maple Asset Management
Wisconsin
$375K – – –
AI
3390
Axos Invest
Nevada
$374K +$361K +652 New
RAM
3391
Ramirez Asset Management
New York
$373K +$27.6K +50 +8%
KB
3392
Kimelman & Baird
New York
$372K – – –
CIA
3393
Cascade Investment Advisors
Oregon
$371K +$8.85K +16 +3%
SPW
3394
Sonoma Private Wealth
California
$371K -$70.8K -128 -17%
SWA
3395
ShankerValleau Wealth Advisors
Illinois
$371K – – –
EFIC
3396
Eliot Finkel Investment Counsel
California
$370K – – –
TPCM
3397
Templeton & Phillips Capital Management
Tennessee
$370K – – –
DIM
3398
DLK Investment Management
California
$369K +$92.3K +167 +35%
CCMI
3399
Creative Capital Management Investments
California
$368K – – –
TWP
3400
Total Wealth Planning
Ohio
$368K -$286K -517 -45%
134 135
136
137 138