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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2001
Capital Analysts LLC
Pennsylvania
$1.29M +$18.7K +47 +1%
DWA
2002
Douglass Winthrop Advisors
New York
$1.29M +$106K +266 +8%
EAM
2003
Empirical Asset Management
Massachusetts
$1.29M +$14.7K +37 +1%
WIC
2004
Woodmont Investment Counsel
Tennessee
$1.28M +$114K +287 +9%
JPMIA
2005
J.P. Marvel Investment Advisors
Massachusetts
$1.28M – – –
MJRIC
2006
Mogy Joel R Investment Counsel
California
$1.28M – – –
VC
2007
Vicus Capital
Pennsylvania
$1.28M -$83K -209 -1%
ODIJL
2008
One Day In July LLC
Vermont
$1.28M +$27K +68 +2%
OPA
2009
Old Port Advisors
Maine
$1.27M -$17.9K -45 -1%
ACM
2010
AlphaStar Capital Management
North Carolina
$1.27M +$65.5K +165 +5%
TSWM
2011
Triangle Securities Wealth Management
North Carolina
$1.27M -$2.78K -7 -0.2%
XF
2012
XML Financial
Maryland
$1.27M +$133K +335 +10%
SFPM
2013
Sensible Financial Planning & Management
Massachusetts
$1.27M +$397 +1 +0%
MCM
2014
McMillion Capital Management
North Carolina
$1.27M -$166K -418 -11%
RWA
2015
River Wealth Advisors
Pennsylvania
$1.26M -$8.74K -22 -0.6%
FAT
2016
First American Trust
California
$1.26M +$106K +268 +8%
HCM
2017
HM Capital Management
Missouri
$1.26M – – –
SAS
2018
Sanford Advisory Services
Michigan
$1.26M -$153K -385 -10%
9WM
2019
9258 Wealth Management
Ohio
$1.26M +$21.8K +55 +2%
PWG
2020
Private Wealth Group
Florida
$1.25M +$54K +136 +4%
CBT
2021
CoreFirst Bank & Trust
Kansas
$1.25M – – –
HCM
2022
Hutchinson Capital Management
California
$1.25M – – –
FMLI
2023
Fukoku Mutual Life Insurance
Japan
$1.25M +$1.39M +3,500 New
POIA
2024
Pin Oak Investment Advisors
Texas
$1.25M +$48.5K +122 +4%
PFA
2025
Plotkin Financial Advisors
Maryland
$1.25M +$345K +869 +33%
79 80
81
82 83