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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1976
Skaana Management
New York
$4.77M +$4.73M +7,000 New
RSVP
1977
Ramsay Stattman Vela & Price
Colorado
$4.77M +$596K +882 +14%
WIC
1978
Woodmont Investment Counsel
Tennessee
$4.76M -$73.7K -109 -2%
PWP
1979
Private Wealth Partners
California
$4.73M -$1.28M -1,898 -21%
CA
1980
Crumly & Associates
Illinois
$4.71M -$36.5K -54 -0.8%
M
1981
MetLife
New York
$4.7M +$181K +268 +4%
TF
1982
Tandem Financial
Colorado
$4.69M -$5.61M -8,295 -51%
CP
1983
Clarendon Private
Massachusetts
$4.69M -$16.2K -24 -0.3%
MFN
1984
Midwest Financial Network
Illinois
$4.65M +$2.46M +3,635 +114%
CCM
1985
Courage Capital Management
Tennessee
$4.65M – – –
TPCM
1986
Two Point Capital Management
New York
$4.65M -$162K -239 -3%
HCP
1987
Holt Capital Partners
Texas
$4.65M +$586K +867 +15%
WSC
1988
Wellington Shields & Co
New York
$4.65M +$1.59M +2,356 +53%
II
1989
Ironclad Investments
Florida
$4.64M – – –
RGF
1990
Retirement Guys Formula
Ohio
$4.64M -$239K -353 -5%
CW
1991
Cedarwood Wealth
Colorado
$4.64M +$4.52M +6,693 New
RWP
1992
Revolve Wealth Partners
New Jersey
$4.62M -$588K -870 -11%
BSI
1993
Bennett Selby Investments
Maine
$4.62M +$98K +145 +2%
SB
1994
Semitam Bonam
New York
$4.61M +$100K +148 +2%
ACI
1995
Alpha Cubed Investments
California
$4.61M -$245K -363 -5%
TWM
1996
Tradition Wealth Management
Minnesota
$4.6M +$483K +714 +12%
SIA
1997
SGL Investment Advisors
Montana
$4.6M +$701K +1,037 +18%
RWM
1998
RKL Wealth Management
Pennsylvania
$4.6M -$635K -939 -12%
CPW
1999
Cove Private Wealth
New York
$4.59M +$445K +659 +11%
UBV
2000
United Bank (Virginia)
Virginia
$4.59M -$4.73K -7 -0.1%
78 79
80
81 82