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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Chickasaw Capital Management
Tennessee
$932K – – –
RCM
2002
Regency Capital Management
Hawaii
$931K +$906K +2,349 New
TAM
2003
Townsend Asset Management
North Carolina
$926K -$771 -2 -0.1%
KCPG
2004
Kavar Capital Partners Group
Kansas
$926K – – –
HIM
2005
Hanlon Investment Management
New Jersey
$925K +$18.1K +47 +2%
KPCM
2006
Kings Point Capital Management
New York
$924K -$106K -275 -11%
BFPW
2007
BOK Financial Private Wealth
Colorado
$924K -$19.3K -50 -2%
NL
2008
Navalign LLC
California
$920K +$895K +2,321 New
CBFP
2009
Cedar Brook Financial Partners
Ohio
$916K -$297K -770 -25%
LOPW
2010
Live Oak Private Wealth
North Carolina
$915K +$72.1K +187 +9%
IWS
2011
Insight Wealth Strategies
California
$914K +$135K +350 +18%
6F
2012
626 Financial
Michigan
$914K +$781K +2,024 New
AP
2013
Arlington Partners
Alabama
$913K -$398K -1,032 -31%
ZCI
2014
Zevenbergen Capital Investments
Washington
$912K – – –
CCM
2015
Canal Capital Management
Virginia
$910K -$39.3K -102 -4%
SMF
2016
Sterling Manor Financial
New York
$910K -$10.4K -27 -1%
PFC
2017
Poplar Forest Capital
California
$910K -$3.86K -10 -0.4%
RWA
2018
RGT Wealth Advisors
Texas
$910K – – –
VFP
2019
Verus Financial Partners
Virginia
$910K +$18.5K +48 +2%
SAMC
2020
Spectrum Asset Management (California)
California
$909K +$5.01K +13 +0.6%
SGK
2021
Steigerwald Gordon & Koch
Virginia
$909K +$160K +414 +22%
MPIM
2022
McGinn Penninger Investment Management
Virginia
$909K +$884K +2,293 New
HWMA
2023
Heritage Wealth Management (Arizona)
Arizona
$908K +$883K +2,290 New
LCC
2024
Lincoln Capital Corp
Rhode Island
$906K -$35.5K -92 -4%
PPCM
2025
Pillar Pacific Capital Management
California
$906K -$24.7K -64 -3%
79 80
81
82 83