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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2001
Tempus Wealth Planning
California
$1.59M +$365K +819 +30%
CSA
2002
Cottage Street Advisors
Massachusetts
$1.59M +$105K +235 +7%
CL
2003
CIM LLC
New York
$1.58M – – –
CBT
2004
CoreFirst Bank & Trust
Kansas
$1.58M – – –
SOS
2005
Silver Oak Securities
Tennessee
$1.58M +$1.58M +3,548 New
TIA
2006
Tiemann Investment Advisors
California
$1.57M – – –
ODIJL
2007
One Day In July LLC
Vermont
$1.57M +$11.1K +25 +0.7%
SWM
2008
Selective Wealth Management
Virginia
$1.57M +$733K +1,646 +90%
HWMA
2009
Heritage Wealth Management (Arizona)
Arizona
$1.57M +$1.54M +3,467 New
CCA
2010
Clearwater Capital Advisors
Illinois
$1.56M -$7.12K -16 -0.5%
9WM
2011
9258 Wealth Management
Ohio
$1.56M +$182K +409 +13%
NG
2012
Northstar Group
New York
$1.56M +$42.3K +95 +3%
RCC
2013
Red Cedar Capital
Nebraska
$1.55M +$26.7K +60 +2%
LJHT
2014
Laurie J. Hall Trustee
$1.55M +$8.9K +20 +0.6%
PNAA
2015
Pictet North America Advisors
Switzerland
$1.55M – – –
CWA
2016
Consilio Wealth Advisors
Washington
$1.55M -$145K -325 -9%
HA
2017
HC Advisors
Georgia
$1.54M – – –
EWM
2018
EPG Wealth Management
Georgia
$1.54M +$42.7K +96 +3%
KPCM
2019
Kings Point Capital Management
New York
$1.54M -$34.7K -78 -2%
PWM
2020
PRW Wealth Management
Massachusetts
$1.54M +$793K +1,782 +110%
SMDAM
2021
Sumitomo Mitsui DS Asset Management
Japan
$1.54M -$1.23M -2,768 -45%
CWM
2022
Cranbrook Wealth Management
Michigan
$1.54M – – –
RCAMU
2023
Rothschild & Co Asset Management US
Connecticut
$1.53M -$164K -368 -10%
ACP
2024
Aviance Capital Partners
Florida
$1.53M -$66.8K -150 -4%
GP
2025
Girard Partners
Pennsylvania
$1.53M -$89K -200 -6%
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