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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
2001
North Star Asset Management
Wisconsin
$3.72M -$4K -7 -0.1%
FVCM
2002
F&V Capital Management
Florida
$3.71M -$122K -213 -3%
HCP
2003
Holt Capital Partners
Texas
$3.71M +$53.7K +94 +2%
WC
2004
Wynn Capital
Georgia
$3.71M +$572 +1 +0%
EL
2005
Essex LLC
Illinois
$3.7M +$10.3K +18 +0.3%
UF
2006
Univest Financial
Pennsylvania
$3.69M +$467K +817 +16%
WIM
2007
Waycross Investment Management
Washington
$3.69M +$18.3K +32 +0.5%
CFCI
2008
Comprehensive Financial Consultants Institutional
Indiana
$3.67M +$729K +1,276 +27%
FNBSF
2009
First National Bank Sioux Falls
South Dakota
$3.66M – – –
HIS
2010
Horizon Investment Services
Indiana
$3.66M -$4.57K -8 -0.1%
LCG
2011
Lynx Capital Group
Ohio
$3.66M -$6.29K -11 -0.2%
MAV
2012
Mason & Associates (Virginia)
Virginia
$3.66M -$131K -230 -4%
IHL
2013
Investment House LLC
California
$3.65M -$2.5M -4,379 -43%
GHA
2014
GW Henssler & Associates
Georgia
$3.63M -$6.04M -10,566 -64%
HNWA
2015
Henrickson Nauta Wealth Advisors
Michigan
$3.63M -$23.4K -41 -0.7%
CFP
2016
Cascade Financial Partners
California
$3.63M -$338K -592 -9%
MAM
2017
Mystic Asset Management
Rhode Island
$3.63M -$14.9K -26 -0.4%
GKIM
2018
GW&K Investment Management
Massachusetts
$3.62M +$28.6K +50 +0.9%
CFA
2019
CWS Financial Advisors
Michigan
$3.62M +$572 +1 +0%
PWP
2020
Prasad Wealth Partners
Ohio
$3.62M -$14.3K -25 -0.4%
GIM
2021
Gold Investment Management
Alberta, Canada
$3.61M +$50.3K +88 +2%
TNA
2022
True North Advisors
Texas
$3.61M -$642K -1,123 -16%
TW
2023
Towerpoint Wealth
California
$3.61M -$2.86K -5 -0.1%
HFA
2024
High Falls Advisors
New York
$3.61M +$49.7K +87 +2%
FA
2025
Fagan Associates
New York
$3.6M -$178K -312 -5%
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