SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1301
Ascension Capital Advisors
Texas
$2.82M +$2.7M +8,755 New
LWMT
1302
Legacy Wealth Management (Tennessee)
Tennessee
$2.81M – – –
FCIM
1303
Fairview Capital Investment Management
California
$2.8M +$38.5K +125 +1%
AIA
1304
Alera Investment Advisors
Illinois
$2.8M +$163K +530 +6%
RMCM
1305
Reynders McVeigh Capital Management
Massachusetts
$2.8M +$72.4K +235 +3%
NL
1306
NWAM LLC
Washington
$2.79M +$8.31K +27 +0.3%
UBV
1307
United Bank (Virginia)
Virginia
$2.77M -$30.5K -99 -1%
LWCFA
1308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.77M +$721K +2,340 +37%
PAIM
1309
Punch & Associates Investment Management
Minnesota
$2.77M +$1.06M +3,446 +67%
FLI
1310
Family Legacy Inc
South Carolina
$2.75M +$55.1K +179 +2%
PTB
1311
Pioneer Trust Bank
Oregon
$2.74M +$336K +1,090 +15%
MWM
1312
Marietta Wealth Management
Georgia
$2.74M – – –
PI
1313
PFS Investments
Georgia
$2.73M -$60.7K -197 -2%
MWM
1314
Modera Wealth Management
New Jersey
$2.73M -$15.1K -49 -0.6%
MC
1315
Middleton & Co
Massachusetts
$2.72M -$102K -330 -4%
CCM
1316
Cribstone Capital Management
Maine
$2.72M -$32K -104 -1%
RMC
1317
Regis Management Company
California
$2.71M -$128K -417 -5%
PAA
1318
Peregrine Asset Advisers
Oregon
$2.71M +$1.99M +6,462 +330%
BDF
1319
Balasa Dinverno & Foltz
$2.71M -$113K -368 -4%
JWBC
1320
John W. Brooker & Co
California
$2.69M +$2.58M +8,374 New
SAG
1321
Spotlight Asset Group
Illinois
$2.69M +$2.97M +9,661 New
AI
1322
Accredited Investors
Minnesota
$2.68M -$74.2K -241 -3%
SCM
1323
Schnieders Capital Management
California
$2.68M +$234K +760 +10%
S
1324
Surevest
California
$2.68M +$146K +473 +6%
BAM
1325
Blueshift Asset Management
New Jersey
$2.67M -$16.1M -52,409 -86%
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