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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2001
DeDora Capital
California
$254K – – –
MCM
2002
Maple Capital Management
Vermont
$254K – – –
MWM
2003
MinichMacGregor Wealth Management
New York
$251K -$1.66M -6,108 -87%
RWG
2004
Regal Wealth Group
California
$248K +$1.36K +5 +0.6%
BA
2005
Baugh & Associates
Georgia
$247K -$16.6K -61 -7%
KB
2006
Kimelman & Baird
New York
$247K – – –
XSC
2007
X-Square Capital
Puerto Rico
$246K -$94.5K -348 -29%
FM
2008
Foster & Motley
Ohio
$246K – – –
KTC
2009
Kistler-Tiffany Companies
Pennsylvania
$246K – – –
MSS
2010
Mitchell Sinkler & Starr
Pennsylvania
$246K +$236K +870 New
CIA
2011
CCM Investment Advisers
South Carolina
$243K -$4.06M -14,955 -95%
PCA
2012
Peddock Capital Advisors
Massachusetts
$242K – – –
LFGH
2013
Lee Financial Group Hawaii
Hawaii
$242K +$232K +855 New
NED
2014
Nancy E. Dempze
$240K -$27.2K -100 -11%
BCM
2015
Brookmont Capital Management
Texas
$239K – – –
SFA
2016
Semmax Financial Advisors
North Carolina
$238K -$271K -998 -54%
DLHL
2017
Donald L. Hagan LLC
Florida
$238K -$70.6K -260 -24%
EA
2018
Evergreen Advisors
Tennessee
$232K – – –
OIWM
2019
OptiFour Integrated Wealth Management
Virginia
$231K -$20.1K -74 -8%
ACM
2020
Academy Capital Management
Texas
$231K – – –
PVWM
2021
Point View Wealth Management
New Jersey
$231K – – –
IC
2022
Inscription Capital
Texas
$231K +$59K +217 +36%
HCM
2023
Howard Capital Management
Georgia
$231K +$217K +800 New
SWMG
2024
Sanchez Wealth Management Group
Florida
$230K -$79.9K -294 -27%
WPSG
2025
Wealth & Pension Services Group
Georgia
$227K +$815 +3 +0.4%
79 80
81
82 83