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
PA
1501
Perennial Advisors
New York
$7.5M +$560K +980 +9%
AIM
1502
Avity Investment Management
Connecticut
$7.47M -$18.9K -33 -0.3%
XPN
1503
XY Planning Network
Montana
$7.46M +$6.64M +11,619 +2,531%
FL
1504
FreeGulliver LLC
Louisiana
$7.46M – – –
MPW
1505
MASECO Private Wealth
$7.45M +$6.89M +12,060 New
GM
1506
GeoWealth Management
Illinois
$7.44M +$719K +1,257 +12%
DFC
1507
DBK Financial Counsel
Ohio
$7.44M -$90.3K -158 -1%
RIM
1508
Redwood Investment Management
Arizona
$7.43M -$2.56M -4,475 -27%
PG
1509
Patten Group
Tennessee
$7.42M -$288K -504 -4%
CAAM
1510
Cornerstone Advisors Asset Management
Pennsylvania
$7.41M +$110K +193 +2%
GP
1511
Guardian Partners
Canada
$7.38M +$136K +238 +2%
KPWG
1512
KFA Private Wealth Group
Virginia
$7.37M -$32.6K -57 -0.5%
RPA
1513
Redwood Park Advisors
California
$7.35M +$362K +634 +6%
GWA
1514
Gratus Wealth Advisors
Virginia
$7.35M +$74.3K +130 +1%
SSA
1515
SSA Swiss Advisors
$7.34M -$2.63M -4,595 -28%
PCH
1516
PGIM Custom Harvest
New Jersey
$7.33M -$167K -293 -2%
NAS
1517
Nicolet Advisory Services
Wisconsin
$7.3M +$59.5K +104 +0.9%
OWA
1518
ORBA Wealth Advisors
Illinois
$7.28M -$6.34M -11,085 -48%
KCFA
1519
Key Client Fiduciary Advisors
New Jersey
$7.27M +$246K +431 +4%
AI
1520
ArchPoint Investors
Florida
$7.26M +$2.94M +5,140 +78%
RPGK
1521
Retirement Planning Group (Kansas)
Kansas
$7.25M +$1.38M +2,420 +26%
PWPS
1522
Pinnacle Wealth Planning Services
Ohio
$7.23M +$795K +1,390 +13%
PP
1523
Prudential plc
United Kingdom
$7.2M -$1.25M -2,187 -16%
BFA
1524
Bragg Financial Advisors
North Carolina
$7.2M +$54.3K +95 +0.8%
IWP
1525
Invenio Wealth Partners
Florida
$7.18M -$28.6K -50 -0.4%
59 60
61
62 63