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
KMWM
3401
Keudell/Morrison Wealth Management
Oregon
$629K +$21.2K +37 +4%
PFG
3402
PAX Financial Group
Texas
$627K -$337K -589 -37%
SMCM
3403
Sky-Mountain Capital Management
Idaho
$625K -$69.7K -122 -11%
IRC
3404
Investors Research Corp
Georgia
$625K – – –
SFA
3405
Semmax Financial Advisors
North Carolina
$623K +$559K +978 New
AIM
3406
Athena Investment Management
California
$621K – – –
FNFDCM
3407
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$620K – – –
KIG
3408
Kennedy Investment Group
New Jersey
$619K +$13.7K +24 +2%
SFA
3409
Seneca Financial Advisors
New York
$619K +$572 +1 +0.1%
AL
3410
ACAS LLC
California
$619K +$3.43K +6 +0.6%
MBI
3411
May Barnhard Investments
Maryland
$618K – – –
WFM
3412
Wolff Financial Management
Michigan
$618K – – –
BAM
3413
Broyhill Asset Management
North Carolina
$618K +$572K +1,000 New
PWM
3414
Prosperity Wealth Management
California
$617K -$179K -314 -24%
ACIM
3415
Azimuth Capital Investment Management
Michigan
$617K -$21.2K -37 -4%
APW
3416
Acima Private Wealth
Virginia
$617K – – –
AFW
3417
Atlantic Family Wealth
Florida
$617K -$13.7K -24 -2%
FWM
3418
FSA Wealth Management
Massachusetts
$617K -$172K -301 -23%
RhumbLine Advisers
3419
RhumbLine Advisers
Massachusetts
$617K – – –
SPF
3420
South Plains Financial
Texas
$617K – – –
KIC
3421
Kensington Investment Counsel
California
$616K +$119K +209 +27%
WWP
3422
Waypoint Wealth Partners
California
$616K – – –
HWM
3423
HFG Wealth Management
Texas
$615K -$156K -273 -20%
TCMP
3424
Thrive Capital Management (Pennsylvania)
Pennsylvania
$614K +$134K +234 +31%
1WA
3425
180 Wealth Advisors
Washington
$614K +$29.2K +51 +5%