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
BWP
3751
BlueStem Wealth Partners
Minnesota
$381K +$13.7K +24 +4%
ACM
3752
Alta Capital Management
Utah
$381K +$352K +616 New
PCM
3753
Poehling Capital Management
Wisconsin
$379K +$37.7K +66 +12%
CWP
3754
Corepath Wealth Partners
Arizona
$378K
SFP
3755
Strategic Financial Partners
Oregon
$378K +$22.3K +39 +7%
RF
3756
Robinswood Financial
Washington
$377K
BBL
3757
Beck Bode LLC
Massachusetts
$377K -$155K -271 -31%
ONSWM
3758
Old North State Wealth Management
North Carolina
$376K +$113K +198 +49%
WFS
3759
Walker Financial Services
Kentucky
$376K +$10.9K +19 +3%
BWG
3760
Boomfish Wealth Group
Georgia
$376K +$55.4K +97 +19%
CSF
3761
Capital Squared Financial
Maryland
$376K +$348K +609 New
MWP
3762
Meridian Wealth Partners
Pennsylvania
$374K -$16.6K -29 -5%
MGWA
3763
Monument Group Wealth Advisors
Massachusetts
$374K
CA
3764
Crane Advisory
California
$374K
AWC
3765
Adamsbrown Wealth Consultants
Kansas
$373K -$109K -190 -24%
KIM
3766
Kestra Investment Management
Texas
$373K +$57.2K +100 +20%
AC
3767
Anson Capital
Georgia
$372K
DCM
3768
Dudley Capital Management
Virginia
$371K -$14.3K -25 -4%
Jacobs Levy Equity Management
3769
Jacobs Levy Equity Management
New Jersey
$371K +$343K +600 New
PRP
3770
Peak Retirement Planning
Ohio
$370K +$343K +600 New
WA
3771
WPG Advisers
Maryland
$369K +$100K +175 +41%
PWM
3772
Partners Wealth Management
California
$369K
TAM
3773
TCP Asset Management
Ohio
$368K +$84K +147 +33%
MWA
3774
Muirfield Wealth Advisors
North Carolina
$368K -$84.6K -148 -20%
Grantham, Mayo, Van Otterloo & Co (GMO)
3775
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$367K +$340K +594 New