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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SLAM
501
Swiss Life Asset Management
$28.4M +$5.07M +11,500 +21%
AL
502
Aspiriant LLC
California
$28.3M -$510K -1,156 -2%
PHK
503
Point72 Hong Kong
Hong Kong
$28.3M +$10.4M +23,563 +56%
KAH
504
Kathryn A. Hall
$28.1M – – –
EVM
505
Eaton Vance Management
Massachusetts
$28.1M +$1.66M +3,768 +5%
SC
506
Samlyn Capital
New York
$28M +$28.8M +65,187 New
NSIM
507
North Star Investment Management
Illinois
$27.8M +$333K +755 +1%
PCWA
508
Pacific Capital Wealth Advisors
California
$27.8M +$11.6M +26,186 +68%
WFO
509
Wealthgate Family Office
Colorado
$27.7M +$17.2K +39 +0.1%
MTIM
510
Marathon Trading Investment Management
Pennsylvania
$27.7M +$28.4M +64,460 New
AMCA
511
Arthur M. Cohen & Associates
Illinois
$27.6M -$83.4K -189 -0.3%
MIFH
512
Migdal Insurance & Financial Holdings
Israel
$27.5M +$20.3K +46 +0.1%
NEIRG
513
New England Investment & Retirement Group
Massachusetts
$27.5M +$2.07M +4,687 +8%
LA
514
Latitude Advisors
Florida
$27.2M +$19.4M +44,063 +229%
RWP
515
RWA Wealth Partners
Massachusetts
$27.1M -$50.7K -115 -0.2%
DBIA
516
Dumont & Blake Investment Advisors
New Jersey
$27.1M +$148K +335 +0.5%
BPCE
517
Bank Pictet & Cie (Europe)
Germany
$27M +$416K +944 +2%
WRTC
518
Wind River Trust Company
Wyoming
$26.8M – – –
AC
519
Abbrea Capital
California
$26.8M -$67.5K -153 -0.2%
JGIA
520
Jackson Grant Investment Advisers
Connecticut
$26.6M -$86.9K -197 -0.3%
IFAM
521
Institutional & Family Asset Management
Colorado
$26.5M +$10.2M +23,229 +60%
BSW
522
Buckingham Strategic Wealth
Missouri
$26.5M -$231K -524 -0.8%
HIIFS
523
Harel Insurance Investments & Financial Services
Israel
$26.3M +$8.73M +19,791 +48%
TFA
524
Trinity Financial Advisors
Ohio
$26.2M +$6.01M +13,632 +29%
CTA
525
Chesley Taft & Associates
Illinois
$26.2M -$298K -675 -1%
19 20
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