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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2001
Aviance Capital Partners
Florida
$1.86M +$18.9K +45 +1%
AFG
2002
Atomi Financial Group
New York
$1.85M +$281K +669 +19%
MAS
2003
Meeder Advisory Services
Ohio
$1.85M +$1.03M +2,464 +145%
CFP
2004
Curran Financial Partners
South Carolina
$1.84M +$470K +1,121 +37%
TWP
2005
Tempus Wealth Planning
California
$1.84M -$7.97K -19 -0.5%
NA
2006
Nottingham Advisors
New York
$1.84M +$14.7K +35 +0.9%
YAM
2007
Yacktman Asset Management
Texas
$1.84M +$283K +675 +19%
TH
2008
Team Hewins
California
$1.83M -$18.5K -44 -1%
CSB
2009
City State Bank
Iowa
$1.83M -$8.39K -20 -0.5%
WLIM
2010
White Lighthouse Investment Management
Massachusetts
$1.83M +$5.04K +12 +0.3%
HCA
2011
Horan Capital Advisors
Ohio
$1.82M -$10.5K -25 -0.6%
SAG
2012
Spotlight Asset Group
Illinois
$1.82M -$44.5K -106 -3%
WCM
2013
Wunderlich Capital Managemnt
Tennessee
$1.82M -$75.5K -180 -4%
LPT
2014
Legacy Private Trust
Wisconsin
$1.82M -$47.8K -114 -3%
MCM
2015
Morton Capital Management
California
$1.82M -$17.2K -41 -1%
BBL
2016
Beck Bode LLC
Massachusetts
$1.81M -$123K -294 -7%
RFA
2017
Resurgent Financial Advisors
Georgia
$1.81M -$1.68M -4,014 -50%
KCM
2018
Kornitzer Capital Management
Kansas
$1.8M +$336K +800 +25%
VNA
2019
Valley National Advisers
Pennsylvania
$1.8M -$65.5K -156 -4%
SCG
2020
Sonata Capital Group
Washington
$1.8M -$24.3K -58 -1%
GP
2021
Girard Partners
Pennsylvania
$1.8M -$8.39K -20 -0.5%
HL
2022
HeadInvest LLC
Maine
$1.79M +$13.8K +33 +0.8%
CPC
2023
Congress Park Capital
New York
$1.79M -$818K -1,950 -33%
GD
2024
Grandfield & Dodd
New York
$1.79M +$16.8K +40 +1%
EWM
2025
Executive Wealth Management
Michigan
$1.79M +$184K +439 +12%
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