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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
2001
Kistler-Tiffany Companies
Pennsylvania
$290K -$39.9K -135 -12%
PCA
2002
Private Capital Advisors
Connecticut
$289K – – –
WCM
2003
Wealthcare Capital Management
Virginia
$289K +$62.9K +213 +28%
DAM
2004
Doheny Asset Management
California
$289K +$288K +975 New
AFM
2005
Abbot Financial Management
Massachusetts
$288K – – –
BC
2006
Blackhill Capital
New Jersey
$287K – – –
LCOV
2007
London Company of Virginia
Virginia
$287K +$5.91K +20 +2%
WA
2008
Wealthstar Advisors
Texas
$287K +$18.9K +64 +7%
SFWC
2009
Strategic Family Wealth Counselors
New Jersey
$286K +$295 +1 +0.1%
WPA
2010
Winning Points Advisors
Florida
$283K – – –
AIP
2011
Ahrens Investment Partners
Louisiana
$283K +$75.3K +255 +37%
CNAM
2012
Campbell Newman Asset Management
Wisconsin
$280K -$137K -463 -33%
EWM
2013
Elmwood Wealth Management
California
$280K -$54.4K -184 -16%
EU
2014
Emory University
Georgia
$280K – – –
MCM
2015
Maple Capital Management
Vermont
$278K -$10.3K -35 -4%
RWM
2016
Rezny Wealth Management
Florida
$278K – – –
AHC
2017
Adell Harriman & Carpenter
Texas
$277K -$21K -71 -7%
SAM
2018
Summit Asset Management
Tennessee
$276K -$10.3K -35 -4%
LFG
2019
LifePlan Financial Group
Ohio
$275K -$2.66K -9 -1%
SC
2020
Schoolcraft Capital
Colorado
$274K – – –
AFS
2021
Access Financial Services
Minnesota
$274K -$78.9K -267 -22%
OWA
2022
Outlook Wealth Advisors
Texas
$274K -$24.8K -84 -8%
RWG
2023
Regal Wealth Group
California
$270K +$8.57K +29 +3%
AWM
2024
Alterna Wealth Management
Texas
$269K -$1.1M -3,736 -80%
RPA
2025
Rock Point Advisors
Vermont
$268K – – –
79 80
81
82 83