We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2001
Madrona Financial Services
Washington
$2.72M -$179K -360 -6%
RIA
2002
Realta Investment Advisors
Delaware
$2.71M -$64.2K -129 -2%
CWM
2003
Compass Wealth Management
Connecticut
$2.71M +$65.7K +132 +3%
PWS
2004
Peterson Wealth Services
Utah
$2.71M +$16.9K +34 +0.7%
AIM
2005
Anchor Investment Management
South Carolina
$2.71M -$23.4K -47 -0.9%
IF
2006
Ironwood Financial
Arizona
$2.71M -$32.4K -65 -1%
SFS
2007
Summit Financial Strategies
Ohio
$2.71M -$22.9K -46 -0.9%
YCM
2008
Yost Capital Management
Texas
$2.7M +$2.57M +5,170 New
BWP
2009
Baldwin Wealth Partners
Massachusetts
$2.7M -$351K -705 -12%
PAG
2010
Paladin Advisory Group
Iowa
$2.68M -$12.4K -25 -0.5%
IDA
2011
Intelligence Driven Advisers
California
$2.67M -$129K -259 -5%
GI
2012
GLOBALT Investments
Georgia
$2.67M -$49.8K -100 -2%
KWM
2013
Keebeck Wealth Management
Illinois
$2.67M -$17.4K -35 -0.7%
BCM
2014
BluePath Capital Management
Georgia
$2.66M +$834K +1,675 +49%
CA
2015
Cornerstone Advisory
Maryland
$2.65M +$510K +1,025 +25%
WJA
2016
Willis Johnson & Associates
Texas
$2.65M -$88.6K -178 -3%
SFWA
2017
Summit Financial Wealth Advisors
Louisiana
$2.65M -$361K -726 -13%
NRG
2018
Nemes Rush Group
Michigan
$2.65M -$342K -686 -12%
FA
2019
Flagstar Advisors
New York
$2.64M +$75.7K +152 +3%
I2I
2020
Insight 2811 Inc
Illinois
$2.64M -$36.3K -73 -1%
TCM
2021
Traynor Capital Management
Pennsylvania
$2.64M +$21.4K +43 +0.9%
EAM
2022
Empirical Asset Management
Massachusetts
$2.63M +$300K +603 +14%
JIP
2023
Jaffetilchin Investment Partners
Florida
$2.63M -$24.9K -50 -1%
WIM
2024
Westside Investment Management
California
$2.63M +$127K +256 +5%
AAP
2025
Arax Advisory Partners
Colorado
$2.63M +$133K +268 +6%
79 80
81
82 83