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
SW
526
SVB Wealth
Massachusetts
$49.1M +$49.3M +83,723 New
SAS
527
SMI Advisory Services
Indiana
$49M +$6.25M +10,608 +14%
GIA
528
Gladstone Institutional Advisory
Florida
$48.9M +$3.39M +5,759 +7%
PCP
529
Proficio Capital Partners
Massachusetts
$48.9M +$17M +28,861 +53%
JSAM
530
J. Safra Asset Management
New York
$48.8M -$62.3M -105,741 -56%
4FG
531
4Thought Financial Group
New York
$48.8M +$442K +751 +0.9%
NMC
532
Nine Masts Capital
Hong Kong
$48.6M +$48.9M +83,000 New
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2M +$4.78M +8,117 +11%
FCM
534
Farallon Capital Management
California
$48.1M +$48.3M +82,000 New
ARC
535
Advisor Resource Council
Texas
$47.6M +$29M +49,275 +154%
SI
536
Symmetry Investments
Jersey
$47.6M +$19.3M +32,687 +67%
LC
537
Lindbrook Capital
California
$47.6M -$37.7K -64 -0.1%
AFO
538
Allie Family Office
Florida
$47.5M -$1.09M -1,855 -2%
KWA
539
Kingswood Wealth Advisors
California
$47.3M +$25.7M +43,587 +118%
MOS
540
MGO One Seven
Ohio
$46.7M +$23.7M +40,215 +102%
ACM
541
AUA Capital Management
Pennsylvania
$46.4M -$1.7M -2,891 -4%
FRA
542
Frank Rimerman Advisors
California
$46.2M +$266K +451 +0.6%
APW
543
Atlantic Private Wealth
North Carolina
$46.1M -$491K -834 -1%
STA
544
Summit Trail Advisors
New York
$45.9M +$1.77M +3,007 +4%
BFWA
545
Benchmark Financial Wealth Advisors
Florida
$45.6M +$3.92M +6,655 +9%
FCP
546
Fidelis Capital Partners
Florida
$45.5M +$12.1M +20,476 +37%
GIO
547
Galilei Investment Office
United Kingdom
$45.5M +$45.8M +77,655 New
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$45.5M -$2.77M -4,702 -6%
MBTD
549
Mechanics Bank - Trust Department
California
$45.4M -$1.11M -1,882 -2%
HT
550
Headlands Technologies
Illinois
$45.4M +$15.7M +26,691 +53%
20 21
22
23 24