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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
1976
L. Roy Papp & Associates
Arizona
$303K – – –
KAM
1977
Knightsbridge Asset Management
California
$303K +$327K +1,212 New
WAM
1978
Watermark Asset Management
California
$302K -$15.1K -56 -4%
HCM
1979
Hall Capital Management
Rhode Island
$302K – – –
SAM
1980
SignalPoint Asset Management
Missouri
$301K +$9.44K +35 +3%
CPA
1981
Court Place Advisors
Maryland
$301K +$11.6K +43 +4%
FB
1982
Fulton Bank
Pennsylvania
$301K +$325K +1,206 New
CCM
1983
Context Capital Management
California
$300K -$553K -2,050 -63%
GA
1984
Greytown Advisors
Florida
$299K +$4.31K +16 +1%
CCM
1985
Courage Capital Management
Tennessee
$298K – – –
CCM
1986
Check Capital Management
California
$297K -$60.4K -224 -16%
RWM
1987
Ritholtz Wealth Management
New York
$295K -$71.3M -264,272 -100%
GCM
1988
Gables Capital Management
Florida
$295K – – –
SAMC
1989
Spectrum Asset Management (California)
California
$295K +$270 +1 +0.1%
SGK
1990
Steigerwald Gordon & Koch
Virginia
$295K +$318K +1,180 New
AB
1991
Atlas Brown
Kentucky
$293K +$99K +367 +46%
DIM
1992
Delta Investment Management
California
$293K +$317K +1,176 New
VCM
1993
Vision Capital Management
Oregon
$292K +$315K +1,169 New
OCM
1994
Orleans Capital Management
Louisiana
$291K +$75.5K +280 +32%
WIA
1995
Westbourne Investment Advisors
Maryland
$290K – – –
WA
1996
WESPAC Advisors
California
$290K +$108K +402 +53%
SVWA
1997
Sound View Wealth Advisors
Georgia
$290K +$313K +1,160 New
AFA
1998
Arlington Financial Advisors
California
$290K +$313K +1,161 New
AP
1999
Advisor Partners
California
$287K -$790K -2,929 -72%
NPF
2000
Norris Perne & French
Michigan
$287K +$105K +391 +52%
78 79
80
81 82