SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
SeaCrest Wealth Management
New York
$6.91M +$35.1K +79 +0.5%
ACM
1202
Advisors Capital Management
New Jersey
$6.9M +$2.55M +5,739 +55%
WA
1203
Wealth Alliance
New York
$6.86M -$672K -1,510 -9%
GSIS
1204
Global Strategic Investment Solutions
Arizona
$6.85M -$32.9K -74 -0.5%
CIP
1205
Chartwell Investment Partners
Pennsylvania
$6.84M – – –
GLA
1206
Good Life Advisors
Pennsylvania
$6.84M +$1M +2,259 +16%
NB
1207
NBT Bank
New York
$6.83M +$18.2K +41 +0.3%
WA
1208
WBH Advisory
Maryland
$6.82M -$128K -287 -2%
ZAM
1209
Zevin Asset Management
Massachusetts
$6.76M +$6.46M +14,534 +1,128%
WCM
1210
Washington Capital Management
Washington
$6.75M -$41.4K -93 -0.6%
CAM
1211
Columbia Asset Management
Michigan
$6.69M -$1.19M -2,667 -15%
MSWMA
1212
Market Street Wealth Management Advisors
Indiana
$6.68M -$515K -1,158 -7%
CWS
1213
Cypress Wealth Services
California
$6.68M -$160K -359 -2%
BFC
1214
Bedel Financial Consulting
Indiana
$6.67M +$90.3K +203 +1%
BFO
1215
Biltmore Family Office
North Carolina
$6.66M +$48K +108 +0.7%
YDMI
1216
Y.D. More Investments
Israel
$6.65M +$84.1K +189 +1%
FWA
1217
FSC Wealth Advisors
New York
$6.64M -$3.1M -6,963 -31%
T
1218
TRUADVICE
Florida
$6.59M -$194K -437 -3%
NF
1219
Nvest Financial
New Hampshire
$6.59M +$13.8K +31 +0.2%
WTA
1220
Washington Trust Advisors
Massachusetts
$6.57M -$146K -329 -2%
WCM
1221
Windham Capital Management
Massachusetts
$6.56M – – –
NLP
1222
Next Level Private
New York
$6.54M +$31.6K +71 +0.5%
SWP
1223
Summit Wealth Partners
Florida
$6.5M +$10.7K +24 +0.2%
PAM
1224
Peak Asset Management
Colorado
$6.5M -$46.3K -104 -0.7%
FNBOO
1225
First National Bank of Omaha
Nebraska
$6.49M -$56.9K -128 -0.8%
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