SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
3801
American Investment Services
Massachusetts
$535K -$29.9K -44 -5%
PWM
3802
Parkway Wealth Management
Texas
$535K +$2.04K +3 +0.4%
Q1WB
3803
Quest 10 Wealth Builders
Virginia
$535K -$17.7K -26 -3%
WAM
3804
Worth Asset Management
Texas
$533K +$197K +290 +55%
SCA
3805
SMH Capital Advisors
Texas
$533K +$680 +1 +0.1%
FI
3806
FWG Investments
Kentucky
$532K -$27.2K -40 -5%
CRI
3807
Colonial River Investments
Virginia
$532K -$15.6K -23 -3%
GCA
3808
Gradient Capital Advisors
California
$532K -$89.1K -131 -14%
SWM
3809
StoneCrest Wealth Management
Arizona
$531K -$52.4K -77 -9%
SPWM
3810
Straight Path Wealth Management
Michigan
$528K -$79.5K -117 -13%
HOWA
3811
Hudson Oak Wealth Advisory
New Jersey
$528K – – –
SIA
3812
Spectrum Investment Advisors
Wisconsin
$525K +$68K +100 +14%
BWS
3813
Broadway Wealth Solutions
Texas
$524K -$13.6K -20 -2%
CIA
3814
Covington Investment Advisors
Pennsylvania
$524K -$13.6K -20 -2%
MSWM
3815
Mowery & Schoenfeld Wealth Management
Illinois
$524K -$685K -1,007 -56%
KFG
3816
Kelly Financial Group
Connecticut
$523K -$19.7K -29 -3%
NCM
3817
New Capital Management
Texas
$522K – – –
ATS
3818
Ashton Thomas Securities
New York
$521K -$322K -474 -37%
SCA
3819
Sassicaia Capital Advisers
New York
$520K -$4.76M -7,000 -90%
MCIA
3820
Mountain Capital Investment Advisors
Colorado
$520K -$222K -326 -31%
APSI
3821
Asset Planning Services Inc
Louisiana
$520K – – –
FLA
3822
Financial Life Advisors
Texas
$518K -$19K -28 -3%
MFS
3823
McNamara Financial Services
Massachusetts
$518K +$542K +797 New
GCP
3824
Guardian Capital (Pennsylvania)
Pennsylvania
$518K -$581K -855 -52%
IW
3825
Instrumental Wealth
Florida
$518K – – –
151 152
153
154 155