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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1976
Winning Points Advisors
Florida
$271K – – –
HCM
1977
Hengehold Capital Management
Ohio
$270K – – –
FCA
1978
FinTrust Capital Advisors
South Carolina
$268K -$76.3K -281 -23%
AFM
1979
Abbot Financial Management
Massachusetts
$268K +$258K +950 New
LF
1980
Lee Financial
Texas
$267K – – –
FLA
1981
Financial Life Advisors
Texas
$266K -$12.5K -46 -5%
DAM
1982
Delta Asset Management
Tennessee
$266K +$3.53K +13 +1%
EU
1983
Emory University
Georgia
$266K +$19K +70 +8%
AHC
1984
Adell Harriman & Carpenter
Texas
$264K -$16.3K -60 -6%
GIA
1985
Gargoyle Investment Advisor
New Jersey
$264K -$17.7K -65 -7%
CC
1986
Chanos & Company
New York
$264K – – –
BCM
1987
Breiter Capital Management
Florida
$264K +$273K +1,005 New
NIM
1988
NuWave Investment Management
New Jersey
$263K -$19.6K -72 -7%
CAI
1989
Capital Advisors Inc
Oklahoma
$262K -$2.01M -7,399 -89%
BFM
1990
Broadview Financial Management
Wisconsin
$262K -$10.6K -39 -4%
WCWM
1991
Willow Creek Wealth Management
California
$262K – – –
QCM
1992
Quadrant Capital Management
New Jersey
$262K +$10.9K +40 +5%
WAS
1993
WESPAC Advisors SoCal
California
$262K +$253K +930 New
DLG
1994
Daniel L. Goodwin
$260K – – –
LCOV
1995
London Company of Virginia
Virginia
$259K -$9.28M -34,170 -97%
DLCIG
1996
D.L. Carlson Investment Group
New Hampshire
$258K -$266K -979 -52%
CASB
1997
Cape Ann Savings Bank
Massachusetts
$257K -$20.4K -75 -8%
LPWM
1998
Lake Point Wealth Management
Texas
$256K -$5.24M -19,290 -96%
WA
1999
Wealthstar Advisors
Texas
$255K – – –
WSC
2000
Wellington Shields & Co
New York
$254K -$40.8K -150 -14%
78 79
80
81 82