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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2001
CFO4Life Group
Texas
$514K -$34.8K -119 -7%
SAM
2002
SP Asset Management
California
$513K +$34.2K +117 +8%
MSR
2003
Main Street Research
Connecticut
$513K +$112K +381 +30%
PWM
2004
PRW Wealth Management
Massachusetts
$511K +$110K +376 +29%
KCM
2005
Kathmere Capital Management
Pennsylvania
$510K -$37.5K -128 -7%
FC
2006
FCA Corp
Texas
$510K +$35.1K +120 +8%
PWM
2007
PBMares Wealth Management
Virginia
$508K -$46.8K -160 -9%
WIA
2008
Wealthstreet Investment Advisors
Texas
$508K -$29.3K -100 -6%
SFC
2009
SYM Financial Corp
Indiana
$508K -$9.37K -32 -2%
MPW
2010
Monterey Private Wealth
California
$506K +$1.46K +5 +0.3%
DA
2011
Doliver Advisors
Texas
$506K +$112K +382 +30%
RWA
2012
RGT Wealth Advisors
Texas
$505K +$43.9K +150 +10%
NCM
2013
Next Capital Management
New York
$504K -$237K -811 -33%
DHFB
2014
Dixon Hubard Feinour & Brown
Virginia
$504K +$24.6K +84 +6%
LCM
2015
Leisure Capital Management
California
$503K -$1.33M -4,550 -74%
KIM
2016
Karpus Investment Management
New York
$500K -$3.22M -11,008 -87%
MSS
2017
Mitchell Sinkler & Starr
Pennsylvania
$500K – – –
DR
2018
Davis Rea
Ontario, Canada
$500K +$4.1K +14 +0.9%
QI
2019
QV Investors
Alberta, Canada
$500K +$474K +1,620 New
EWF
2020
Epstein & White Financial
California
$499K +$1.46K +5 +0.3%
CCA
2021
Checchi Capital Advisers
California
$492K -$483K -1,650 -51%
IWS
2022
Insight Wealth Strategies
California
$491K -$323K -1,103 -41%
HSWM
2023
Hubbell Strickland Wealth Management
Louisiana
$491K -$17K -58 -4%
DAM
2024
Doheny Asset Management
California
$490K +$87.8K +300 +23%
RCAMU
2025
Rothschild & Co Asset Management US
Connecticut
$489K -$223K -762 -32%
79 80
81
82 83