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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2001
Sandler Capital Management
New York
$287K +$310K +1,150 New
CG
2002
CFO4Life Group
Texas
$286K -$91.7K -340 -23%
BFG
2003
Beacon Financial Group
Texas
$286K -$90.6K -336 -23%
DP
2004
Denver PWM
Colorado
$286K -$52.6K -195 -16%
BS
2005
Boenning & Scattergood
Pennsylvania
$286K +$270 +1 +0.1%
EWM
2006
Elmwood Wealth Management
California
$283K +$14.8K +55 +5%
LFG
2007
Larson Financial Group
Missouri
$283K +$18.3K +68 +6%
FNFDCM
2008
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$282K – – –
SFI
2009
SPC Financial Inc
Maryland
$282K – – –
PAA
2010
Peregrine Asset Advisers
Oregon
$278K -$214K -794 -42%
SA
2011
Strategic Advisors
New York
$277K -$360K -1,336 -55%
SWMG
2012
Sanchez Wealth Management Group
Florida
$277K +$299K +1,107 New
BC
2013
Brio Consultants
California
$277K +$299K +1,110 New
AFC
2014
AFT Forsyth & Company
Florida
$276K +$24.5K +91 +9%
DLHL
2015
Donald L. Hagan LLC
Florida
$276K +$297K +1,103 New
KL
2016
KWMG LLC
Kansas
$275K -$25.9K -96 -8%
SAM
2017
Sawgrass Asset Management
Florida
$275K -$9.44K -35 -3%
AJ
2018
Ashburton (Jersey)
Jersey
$275K – – –
SPL
2019
Smart Portfolios LLC
Washington
$275K – – –
BCM
2020
Boltwood Capital Management
California
$275K +$99.2K +368 +50%
RI
2021
Rudd International
Florida
$275K +$297K +1,102 New
OCM
2022
Orser Capital Management
Texas
$274K – – –
RWM
2023
Reston Wealth Management
Virginia
$274K +$295K +1,095 New
PFG
2024
Piershale Financial Group
Illinois
$273K +$295K +1,094 New
ACM
2025
AlphaStar Capital Management
North Carolina
$271K +$26.7K +99 +10%
79 80
81
82 83