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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
2001
1 North Wealth Services
Maryland
$3.34M +$47.6K +81 +1%
SI
2002
Seeds Investor
New York
$3.34M +$1.58M +2,685 +82%
ML
2003
Mayport LLC
Massachusetts
$3.34M – – –
EL
2004
Essex LLC
Illinois
$3.34M +$8.82K +15 +0.3%
GW
2005
Griffith & Werner
Georgia
$3.34M +$1.27M +2,164 +57%
WJA
2006
Willis Johnson & Associates
Texas
$3.34M -$323K -549 -8%
WAL
2007
W Advisors LLC
Tennessee
$3.33M +$1.18K +2 +0%
WIM
2008
Waycross Investment Management
Washington
$3.32M +$81.7K +139 +2%
AWP
2009
Abacus Wealth Partners
California
$3.32M -$104K -177 -3%
HIS
2010
Horizon Investment Services
Indiana
$3.32M +$277K +471 +9%
LCG
2011
Lynx Capital Group
Ohio
$3.32M – – –
FNBSF
2012
First National Bank Sioux Falls
South Dakota
$3.32M – – –
JSC
2013
Jackson Square Capital
California
$3.31M +$34.7K +59 +1%
BFS
2014
BridgePort Financial Solutions
Iowa
$3.31M +$43.5K +74 +1%
CIA
2015
Cape Investment Advisory
Georgia
$3.31M -$70.5K -120 -2%
HCP
2016
Holt Capital Partners
Texas
$3.31M +$70.5K +120 +2%
MAM
2017
Mystic Asset Management
Rhode Island
$3.3M -$29.4K -50 -0.8%
NCM
2018
Next Capital Management
New York
$3.29M +$424K +722 +14%
PWP
2019
Prasad Wealth Partners
Ohio
$3.29M -$188K -320 -5%
FCB
2020
First County Bank
Connecticut
$3.29M -$1.51M -2,564 -30%
WIM
2021
WealthPlan Investment Management
Nebraska
$3.29M +$501K +853 +17%
CFA
2022
CWS Financial Advisors
Michigan
$3.28M +$1.76K +3 +0.1%
CCT
2023
Capital City Trust
Florida
$3.28M +$133K +226 +4%
GAM
2024
Gemmer Asset Management
California
$3.28M -$69.4K -118 -2%
TW
2025
Towerpoint Wealth
California
$3.27M -$48.8K -83 -1%
79 80
81
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