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
BBA
1926
Braun-Bostich & Associates
Pennsylvania
$1.04M -$4.86M -13,707 -83%
IIC
1927
Ironwood Investment Counsel
Arizona
$1.04M -$47.2K -133 -5%
JFA
1928
JNBA Financial Advisors
Minnesota
$1.04M -$20.6K -58 -2%
RFA
1929
Reilly Financial Advisors
California
$1.04M +$144K +406 +17%
AA
1930
Advisory Alpha
Michigan
$1.04M +$109K +307 +12%
MWM
1931
Maltin Wealth Management
New Jersey
$1.04M +$582K +1,640 +144%
WWMSC
1932
Wagner Wealth Management (South Carolina)
South Carolina
$1.04M +$985K +2,776 New
TFO
1933
Tarbox Family Office
California
$1.04M -$74.1K -209 -7%
MGIA
1934
Matthew Goff Investment Advisor
Texas
$1.03M -$44.7K -126 -4%
AIP
1935
Ahrens Investment Partners
Louisiana
$1.03M -$8.16K -23 -0.8%
AWA
1936
Artemis Wealth Advisors
New York
$1.03M +$1.06K +3 +0.1%
BWM
1937
BNC Wealth Management
Oregon
$1.03M -$66K -186 -6%
CPA
1938
Capital Planning Advisors
California
$1.02M -$168K -474 -15%
CDIA
1939
Capital Directions Investment Advisors
Georgia
$1.02M +$18.8K +53 +2%
BA
1940
Bellwether Advisors
Nebraska
$1.02M +$965K +2,720 New
ACP
1941
Ashfield Capital Partners
California
$1.01M +$91.2K +257 +10%
JWBC
1942
John W. Bristol & Co
New York
$1.01M +$958K +2,700 New
AC
1943
Apella Capital
Connecticut
$1.01M – – –
CPSAC
1944
Chas P. Smith & Associates (CPS)
Florida
$1.01M +$191K +537 +25%
CWAF
1945
Core Wealth Advisors (Florida)
Florida
$1M -$29.8K -84 -3%
FFG
1946
Frisch Financial Group
New York
$1M +$173K +488 +22%
NCM
1947
Northwest Capital Management
Oregon
$1M -$41.5K -117 -4%
9WM
1948
9258 Wealth Management
Ohio
$1M – – –
MIG
1949
McGuire Investment Group
Rhode Island
$1M – – –
HTHT
1950
Hemenway Trust Hemenway Trust
New Hampshire
$1M -$77.7K -219 -8%
76 77
78
79 80