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
KFGK
401
Keystone Financial Group (Kentucky)
Kentucky
$73.3M -$1.69M -2,863 -2%
WA
402
Waverly Advisors
Alabama
$73.2M +$11.9M +20,247 +19%
BCP
403
Berkeley Capital Partners
Georgia
$73.2M +$2.91M +4,945 +4%
MCCA
404
Mill Creek Capital Advisors
Pennsylvania
$72.4M -$6.86M -11,644 -9%
TG
405
TCW Group
California
$72.4M -$5.47M -9,279 -7%
CAL
406
Capital Advisors Ltd
Ohio
$72M +$290K +492 +0.4%
QCM
407
Quantinno Capital Management
New York
$72M +$24.3M +41,250 +51%
AWM
408
Activest Wealth Management
Florida
$71M +$3.33M +5,649 +5%
EWM
409
Evercore Wealth Management
New York
$70.9M +$412K +699 +0.6%
CIG
410
Consolidated Investment Group
Colorado
$70.7M +$3.24M +5,500 +5%
FCI
411
Financial Counselors Inc
Kansas
$70.3M -$1.57M -2,668 -2%
KA
412
Klingman & Associates
New York
$70.2M -$802K -1,361 -1%
DWM
413
Dynasty Wealth Management
Florida
$69.9M -$236M -400,837 -77%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$69.2M -$8.27M -14,031 -11%
SFM
415
Soros Fund Management
New York
$69.2M +$69.5M +118,000 New
NCM
416
Novare Capital Management
North Carolina
$68.8M +$1.7M +2,881 +3%
JIC
417
Joel Isaacson & Co
New York
$68.7M +$2.25M +3,818 +3%
CAG
418
Curtis Advisory Group
California
$68.5M +$3M +5,096 +5%
VVP
419
Venture Visionary Partners
Ohio
$68.1M +$2.02M +3,425 +3%
IA
420
IFG Advisors
Missouri
$67.9M +$2.59M +4,395 +4%
CA
421
Clearstead Advisors
Ohio
$67.6M +$352K +598 +0.5%
LDNAM
422
Lepercq De Neuflize Asset Management
New York
$67.5M +$67.9M +115,245 New
LMAF
423
Lepercq Multi-Asset Fund
Bermuda
$67.5M +$67.9M +115,245 New
IA
424
IFP Advisors
Florida
$67.5M +$17.9M +30,321 +36%
OWM
425
Olympus Wealth Management
Utah
$66.8M -$3.84M -6,525 -5%
15 16
17
18 19