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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2001
Waycross Investment Management
Washington
$3.95M -$25K -39 -0.7%
OC
2002
Optima Capital
Oregon
$3.95M +$150K +234 +4%
FAIM
2003
Financial Advocates Investment Management
Washington
$3.95M -$40.5M -63,227 -91%
SIM
2004
Strategic Investment Management
Virginia
$3.95M -$506K -790 -12%
FNBSF
2005
First National Bank Sioux Falls
South Dakota
$3.95M – – –
SIG
2006
Sky Investment Group
Connecticut
$3.95M – – –
OWA
2007
Opal Wealth Advisors
New York
$3.94M -$205K -320 -5%
CFA
2008
CWS Financial Advisors
Michigan
$3.94M +$35.3K +55 +0.9%
LCG
2009
Lynx Capital Group
Ohio
$3.94M – – –
CHC
2010
City Holding Co
West Virginia
$3.94M -$417K -650 -10%
FFP
2011
FourThought Financial Partners
Florida
$3.93M +$1.69M +2,640 +81%
SIA
2012
SGL Investment Advisors
Montana
$3.93M +$667K +1,040 +22%
BHCM
2013
Brevan Howard Capital Management
Jersey
$3.93M +$3.78M +5,892 New
BCM
2014
Boreal Capital Management
Florida
$3.92M – – –
TW
2015
TritonPoint Wealth
Maryland
$3.92M -$89.7K -140 -2%
GKIM
2016
GW&K Investment Management
Massachusetts
$3.92M +$8.97K +14 +0.2%
MWA
2017
Merkkuri Wealth Advisors
New York
$3.92M -$610K -951 -14%
PWP
2018
Prasad Wealth Partners
Ohio
$3.91M +$2.56K +4 +0.1%
TW
2019
Towerpoint Wealth
California
$3.9M +$13.5K +21 +0.4%
NCM
2020
Next Capital Management
New York
$3.9M +$46.2K +72 +1%
WAM
2021
Weinberger Asset Management
California
$3.89M -$420K -655 -10%
FA
2022
Fagan Associates
New York
$3.89M -$641 -1 -0%
SFWA
2023
Summit Financial Wealth Advisors
Louisiana
$3.88M -$7.05K -11 -0.2%
SAM
2024
Smith Asset Management
Florida
$3.88M +$68.6K +107 +2%
CCT
2025
Capital City Trust
Florida
$3.88M +$18.6K +29 +0.5%
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