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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2001
Sawgrass Asset Management
Florida
$1.83M – – –
CCP
2002
Clarkston Capital Partners
Michigan
$1.82M – – –
AFG
2003
ABLE Financial Group
Arizona
$1.82M -$35.1K -79 -2%
CSA
2004
Cottage Street Advisors
Massachusetts
$1.82M +$200K +449 +12%
SFS
2005
Shaker Financial Services
Virginia
$1.82M +$1.02M +2,300 +118%
LJHT
2006
Laurie J. Hall Trustee
$1.81M +$147K +330 +8%
CA
2007
Cornerstone Advisory
Maryland
$1.81M +$236K +531 +14%
FMTCOCP
2008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.81M +$7.56K +17 +0.4%
RWA
2009
Roberts Wealth Advisors
California
$1.81M -$22.7K -51 -1%
PAM
2010
Peninsula Asset Management
Florida
$1.8M -$105K -235 -5%
WI
2011
Wedgewood Investors
Pennsylvania
$1.79M -$213K -480 -10%
MCM
2012
Morton Capital Management
California
$1.79M +$39.6K +89 +2%
ERIC
2013
Eagle Rock Investment Company
Georgia
$1.79M -$174K -392 -9%
CFC
2014
Coyle Financial Counsel
Illinois
$1.79M -$97.4K -219 -5%
BSB
2015
Bangor Savings Bank
Maine
$1.79M -$80.9K -182 -4%
HCA
2016
Horan Capital Advisors
Ohio
$1.78M +$21.8K +49 +1%
GP
2017
Geneva Partners
Wisconsin
$1.78M +$89.4K +201 +5%
CAM
2018
Claret Asset Management
Quebec, Canada
$1.78M -$59.2K -133 -3%
WAS
2019
Winch Advisory Services
Wisconsin
$1.78M +$187K +420 +11%
SGCA
2020
Steel Grove Capital Advisors
Tennessee
$1.77M +$69.8K +157 +4%
FSWA
2021
Financial Synergies Wealth Advisors
Texas
$1.77M -$358K -805 -16%
TCM
2022
Tufton Capital Management
Maryland
$1.77M -$24.5K -55 -1%
CBT
2023
CoreFirst Bank & Trust
Kansas
$1.77M +$280K +629 +18%
PFA
2024
Plotkin Financial Advisors
Maryland
$1.76M +$370K +832 +25%
AGWCA
2025
Annis Gardner Whiting Capital Advisors
Florida
$1.76M +$1.83M +4,109 New
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