SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3901
Baugh & Associates
Georgia
$464K -$4.08K -6 -0.8%
GCP
3902
Gill Capital Partners
Colorado
$463K -$66.6K -98 -12%
ANHIM
3903
Alan N. Hoffman Investment Management
Massachusetts
$463K – – –
TWPM
3904
Total Wealth Planning & Management
Florida
$462K -$2.7M -3,970 -85%
AAM
3905
Augustine Asset Management
Florida
$461K +$482K +709 New
EHAM
3906
Eagle Harbor Asset Management
Washington
$459K +$680 +1 +0.1%
OAM
3907
Oak Asset Management
California
$458K -$51K -75 -10%
PPW
3908
Presilium Private Wealth
Pennsylvania
$458K – – –
AAA
3909
AG Asset Advisory
California
$458K +$11.6K +17 +2%
AFS
3910
Access Financial Services
Minnesota
$457K -$36K -53 -7%
TPWM
3911
Twelve Points Wealth Management
Massachusetts
$455K +$180K +265 +61%
TAM
3912
Todd Asset Management
Kentucky
$455K -$3.62M -5,327 -88%
MAG
3913
Mayfair Advisory Group
Alabama
$453K +$20.4K +30 +5%
CPWL
3914
Coquina Private Wealth LLC
Florida
$453K +$43.5K +64 +10%
MWM
3915
McNaughton Wealth Management
California
$452K -$28.6K -42 -6%
5W
3916
5T Wealth
California
$452K +$473K +695 New
SIM
3917
Synergy Investment Management
Florida
$452K +$49K +72 +12%
S
3918
SimplyRich
California
$451K – – –
PWS
3919
Proactive Wealth Strategies
Georgia
$450K +$246K +362 +110%
CLA
3920
Carnegie Lake Advisors
New Jersey
$450K +$680 +1 +0.1%
MWM
3921
Mindset Wealth Management
Indiana
$450K -$284K -418 -38%
CL
3922
CLG LLC
California
$449K +$9.52K +14 +2%
CCA
3923
Cadent Capital Advisors
Oklahoma
$448K -$10.2K -15 -2%
MWP
3924
Moller Wealth Partners
$446K +$1.36K +2 +0.3%
PK
3925
Pflug Koory
Nebraska
$446K +$1.36K +2 +0.3%
155 156
157
158 159