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
RH
1126
Rayner & Haynor
California
$235K +$225K +1,270 New
AIA
1127
Arbor Investment Advisors
North Carolina
$234K +$224K +1,265 New
AAM
1128
Autus Asset Management
Arizona
$231K – – –
PWM
1129
Perigon Wealth Management
California
$230K +$221K +1,250 New
TC
1130
Taylor Cottrill
New Hampshire
$227K – – –
EA
1131
Ecofin Advisors
United Kingdom
$225K +$814K +4,600 New
WIC
1132
Woodmont Investment Counsel
Tennessee
$223K +$214K +1,207 New
PCM
1133
Prelude Capital Management
New York
$222K -$404K -2,280 -66%
FM
1134
Family Management
New York
$221K +$212K +1,195 New
CCM
1135
CrestPoint Capital Management
Missouri
$221K +$212K +1,199 New
KCPG
1136
Kavar Capital Partners Group
Kansas
$219K +$210K +1,188 New
PMG
1137
ProVise Management Group
Florida
$218K +$209K +1,180 New
WC
1138
Woodstock Corp
Massachusetts
$217K -$8.85K -50 -4%
GD
1139
Grandfield & Dodd
New York
$216K +$207K +1,169 New
CPA
1140
Court Place Advisors
Maryland
$215K +$206K +1,163 New
KCA
1141
KR Capital Advisors
New York
$215K +$206K +1,165 New
HCM
1142
Hengehold Capital Management
Ohio
$214K +$205K +1,160 New
ACM
1143
Academy Capital Management
Texas
$213K -$94.7K -535 -32%
MCWS
1144
McKinley Carter Wealth Services
West Virginia
$213K -$19.3K -109 -9%
AAM
1145
Aureus Asset Management
Massachusetts
$211K -$1.67M -9,425 -89%
BAS
1146
Brown Advisory Securities
Maryland
$210K +$201K +1,136 New
AIS
1147
American Investment Services
Massachusetts
$210K +$202K +1,139 New
NAM
1148
Needelman Asset Management
California
$208K -$39.8K -225 -17%
FNBSF
1149
First National Bank Sioux Falls
South Dakota
$206K – – –
TFA
1150
Toth Financial Advisory
Virginia
$206K +$197K +1,113 New
44 45
46
47 48