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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2026
Integrated Investment Consultants
Michigan
$267K -$121K -410 -31%
HH
2027
HWG Holdings
Texas
$266K +$265K +897 New
CAM
2028
Chesapeake Asset Management
New York
$265K – – –
DLCIG
2029
D.L. Carlson Investment Group
New Hampshire
$261K -$4.14K -14 -2%
KB
2030
Kimelman & Baird
New York
$260K – – –
XSC
2031
X-Square Capital
Puerto Rico
$259K +$295 +1 +0.1%
ACM
2032
American Capital Management
New York
$257K +$256K +867 New
MIC
2033
Means Investment Company
Maine
$255K +$245K +830 New
PCA
2034
Peddock Capital Advisors
Massachusetts
$254K – – –
BCM
2035
Brookmont Capital Management
Texas
$253K +$1.18K +4 +0.5%
FSA
2036
Financial Sense Advisors
California
$253K +$1.18K +4 +0.5%
AP
2037
Advisors Preferred
Maryland
$252K +$251K +850 New
PT
2038
Plimoth Trust
Massachusetts
$251K -$59.7K -202 -19%
BAM
2039
Brave Asset Management
New Jersey
$250K -$459K -1,552 -65%
ACM
2040
Academy Capital Management
Texas
$248K – – –
SWMG
2041
Sanchez Wealth Management Group
Florida
$244K +$1.18K +4 +0.5%
OIWM
2042
OptiFour Integrated Wealth Management
Virginia
$242K – – –
LB
2043
Legacy Bridge
Iowa
$239K – – –
BG
2044
Bollard Group
Massachusetts
$237K – – –
GD
2045
Grandfield & Dodd
New York
$237K – – –
MSR
2046
Main Street Research
Connecticut
$237K +$26K +88 +12%
CAAS
2047
Capital Asset Advisory Services
Michigan
$235K -$49K -166 -17%
CASB
2048
Cape Ann Savings Bank
Massachusetts
$234K -$32.5K -110 -12%
FM
2049
Foster & Motley
Ohio
$234K -$25.1K -85 -10%
GCM
2050
Gibraltar Capital Management
Oklahoma
$234K +$233K +789 New
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