SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1126
Evanson Asset Management
California
$12M -$1.16M -1,970 -8%
ET
1127
Equitable Trust
Tennessee
$11.9M -$546K -929 -4%
GDP
1128
Great Diamond Partners
Maine
$11.9M +$4.07M +6,926 +48%
BIA
1129
Bigelow Investment Advisors
Maine
$11.9M -$478K -814 -4%
MFS
1130
Monetta Financial Services
Illinois
$11.9M – – –
LFAS
1131
Level Four Advisory Services
Texas
$11.9M -$2.5M -4,250 -17%
HVIA
1132
Hudson Valley Investment Advisors
New York
$11.9M -$1.05M -1,780 -8%
DRP
1133
Decker Retirement Planning
Utah
$11.9M -$15.6M -26,554 -56%
LCM
1134
LVM Capital Management
Michigan
$11.9M -$194K -330 -2%
MLL
1135
Moody Lynn & Lieberson
Massachusetts
$11.9M +$14.7K +25 +0.1%
CFM
1136
Comprehensive Financial Management
California
$11.9M – – –
FCMA
1137
Foresight Capital Management Advisors
Michigan
$11.8M +$176K +300 +1%
CA
1138
Cambridge Associates
Massachusetts
$11.8M -$1.17M -1,995 -9%
CIA
1139
Compass Ion Advisors
Pennsylvania
$11.8M -$132K -224 -1%
IB
1140
Intrust Bank
Kansas
$11.8M -$30K -51 -0.2%
SW
1141
SlateStone Wealth
Florida
$11.8M -$6.35M -10,806 -34%
CAMG
1142
CWA Asset Management Group
Florida
$11.8M +$2.16M +3,671 +21%
HCM
1143
Highview Capital Management
Illinois
$11.7M +$697K +1,186 +6%
DWA
1144
Douglass Winthrop Advisors
New York
$11.7M +$9.24M +15,714 +299%
AP
1145
Americana Partners
Texas
$11.7M -$4.27M -7,257 -26%
AIM
1146
AMI Investment Management
Indiana
$11.6M -$101K -171 -0.8%
SA
1147
Sovran Advisors
California
$11.6M +$427K +726 +3%
BWP
1148
Balboa Wealth Partners
Arizona
$11.6M -$1.27M -2,169 -9%
VA
1149
Vident Advisory
Georgia
$11.6M -$1.67M -2,849 -12%
SWA
1150
SFMG Wealth Advisors
Texas
$11.6M -$721K -1,227 -6%
44 45
46
47 48