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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
2001
Drucker Wealth 3.0
New Jersey
$3.71M -$1.18K -2 -0%
PL
2002
Plancorp LLC
Missouri
$3.71M -$26.5K -45 -0.7%
SFG
2003
Sterling Financial Group
California
$3.71M -$351K -595 -9%
HCMT
2004
Highland Capital Management (Tennessee)
Tennessee
$3.71M +$253K +430 +7%
CP
2005
Castleview Partners
Texas
$3.71M -$39.5K -67 -1%
BSHC
2006
Breed's Hill Capital
Massachusetts
$3.7M -$4.71K -8 -0.1%
BCA
2007
Bray Capital Advisors
Florida
$3.7M -$24.2K -41 -0.6%
CFA
2008
Cahill Financial Advisors
Minnesota
$3.7M +$385K +654 +12%
FA
2009
Fagan Associates
New York
$3.7M +$51.8K +88 +1%
CFG
2010
Cooper Financial Group
California
$3.7M +$264K +448 +8%
SC
2011
Stephenson & Company
California
$3.69M -$2.36K -4 -0.1%
OFP
2012
OFC Financial Planning
New Jersey
$3.69M +$3.71M +6,300 New
IAG
2013
Investmark Advisory Group
Connecticut
$3.69M +$11.8K +20 +0.3%
LWM
2014
Lionshead Wealth Management
New York
$3.68M +$3.7M +6,284 New
SFG
2015
Sage Financial Group
Pennsylvania
$3.68M -$302K -512 -8%
CT
2016
Colonial Trust
South Carolina
$3.67M -$27.1K -46 -0.7%
CC
2017
Callan Capital
California
$3.67M -$775K -1,315 -17%
BA
2018
BCM Advisors
Louisiana
$3.67M -$20K -34 -0.6%
KFA
2019
Kelleher Financial Advisors
New York
$3.66M -$58.9K -100 -2%
RSVP
2020
Ramsay Stattman Vela & Price
Colorado
$3.66M +$262K +445 +8%
CAM
2021
Councilmark Asset Management
Tennessee
$3.66M – – –
HCM
2022
Hillman Capital Management
Maryland
$3.65M +$2.36M +4,008 +180%
SFS
2023
Security Financial Services
Indiana
$3.65M -$40.7K -69 -1%
OWM
2024
Orgel Wealth Management
Wisconsin
$3.65M -$1.18K -2 -0%
FVCM
2025
F&V Capital Management
Florida
$3.65M – – –
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