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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2001
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M -$90.9K -198 -5%
BAMG
2002
Brand Asset Management Group
Missouri
$1.73M -$34.4K -75 -2%
HCM
2003
HM Capital Management
Missouri
$1.73M -$224K -487 -12%
CHP
2004
Cable Hill Partners
Oregon
$1.73M – – –
BSI
2005
Bennett Selby Investments
Maine
$1.72M +$169K +369 +11%
OAM
2006
Oberweis Asset Management
Illinois
$1.71M +$5.51K +12 +0.3%
JFA
2007
JNBA Financial Advisors
Minnesota
$1.71M -$18.8K -41 -1%
JPMIA
2008
J.P. Marvel Investment Advisors
Massachusetts
$1.71M +$7.8K +17 +0.5%
GP
2009
Girard Partners
Pennsylvania
$1.7M -$50K -109 -3%
MMPW
2010
Mitchell McLeod Pugh & Williams
Alabama
$1.7M +$111K +241 +7%
FMTC
2011
Farmers & Merchants Trust Company
California
$1.7M – – –
NCM
2012
Northside Capital Management
Oregon
$1.7M – – –
CCM
2013
Compton Capital Management
Rhode Island
$1.69M -$132K -287 -7%
SFPM
2014
Sensible Financial Planning & Management
Massachusetts
$1.69M -$5.05K -11 -0.3%
FC
2015
Forte Capital
New York
$1.69M -$222K -483 -12%
MJRIC
2016
Mogy Joel R Investment Counsel
California
$1.69M +$393K +855 +32%
SIAP
2017
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.69M -$105K -228 -6%
XF
2018
XML Financial
Maryland
$1.69M +$36.3K +79 +2%
BWM
2019
BlackDiamond Wealth Management
New York
$1.69M +$1.63M +3,548 New
ACP
2020
Aviance Capital Partners
Florida
$1.68M +$43.2K +94 +3%
HPA
2021
High Probability Advisors
New York
$1.67M +$171K +373 +12%
FCFC
2022
First Commonwealth Financial Corp
Pennsylvania
$1.67M -$40.9K -89 -2%
RIG
2023
Renaissance Investment Group
Massachusetts
$1.67M -$61.5K -134 -4%
FA
2024
Fermata Advisors
California
$1.67M -$18.8K -41 -1%
BAM
2025
Banta Asset Management
California
$1.66M -$169K -369 -10%
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