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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
O
1976
OppenheimerFunds
New York
– -$382K -1,468 Closed
QIM
1977
Quest Investment Management
Oregon
– -$359K -1,430 Closed
TAM
1978
Tyers Asset Management
Texas
– -$345K -1,372 Closed
HW
1979
Hedeker Wealth
Illinois
– -$285K -1,135 Closed
SIMM
1980
Stillwater Investment Management (Minnesota)
Minnesota
– -$277K -1,104 Closed
NA
1981
Neuburgh Advisers
California
– -$271K -1,078 Closed
ECM
1982
Ensemble Capital Management
California
– -$264K -1,050 Closed
CAAS
1983
Capital Asset Advisory Services
Michigan
– -$241K -960 Closed
CGT
1984
Capital Guardian Trust
California
– -$221K -880 Closed
AFS
1985
Access Financial Services
Minnesota
– -$220K -875 Closed
LCM
1986
Logan Capital Management
Pennsylvania
– -$209K -833 Closed
WCM
1987
Weatherstone Capital Management
Colorado
– -$208K -828 Closed
BCM
1988
Brookmont Capital Management
Texas
– -$207K -822 Closed
NEIRG
1989
New England Investment & Retirement Group
Massachusetts
– -$206K -820 Closed
MCIM
1990
Meadow Creek Investment Management
Georgia
– -$197K -784 Closed
BCM
1991
Bienville Capital Management
New York
– -$60K -239 Closed
RFM
1992
Royal Fund Management
Florida
– -$54K -215 Closed
USGIU
1993
U.S. Global Investors (USGI)
Texas
– -$50K -200 Closed
DA
1994
DSC Advisors
Illinois
– -$39K -156 Closed
SCM
1995
Segantii Capital Management
Hong Kong
– -$25K -100 Closed
MCIA
1996
Mountain Capital Investment Advisors
Colorado
– -$5K -20 Closed
76 77 78 79
80