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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2026
Westside Investment Management
California
$1.78M +$21.8K +52 +1%
SIC
2027
Sterling Investment Counsel
New York
$1.78M -$3.36K -8 -0.2%
OA
2028
Oxbow Advisors
Texas
$1.78M +$6.71K +16 +0.4%
PFG
2029
Prosperity Financial Group
California
$1.78M +$457K +1,088 +37%
AC
2030
Aristides Capital
Kentucky
$1.77M -$4.94M -11,780 -75%
VDI
2031
Vaughan David Investments
Illinois
$1.77M +$26.4K +63 +2%
LFA
2032
LGT Financial Advisors
Texas
$1.77M +$5.46K +13 +0.3%
SGCA
2033
Steel Grove Capital Advisors
Tennessee
$1.77M -$14.7K -35 -0.9%
AWP
2034
Abacus Wealth Partners
California
$1.77M -$259K -617 -13%
APA
2035
Astoria Portfolio Advisors
New York
$1.76M +$920K +2,191 +127%
RIA
2036
Retirement Investment Advisors
Oklahoma
$1.76M – – –
GP
2037
Geneva Partners
Wisconsin
$1.75M +$4.2K +10 +0.3%
NG
2038
Northstar Group
New York
$1.75M – – –
AP
2039
Atwood & Palmer
Missouri
$1.75M +$60.9K +145 +4%
AFGAS
2040
Allegiance Financial Group Advisory Services
Virginia
$1.75M -$17.2K -41 -1%
AWM
2041
Abound Wealth Management
Tennessee
$1.75M +$13K +31 +0.8%
LSA
2042
Lion Street Advisors
Texas
$1.74M -$208K -496 -12%
SWM
2043
Sculati Wealth Management
Michigan
$1.74M -$5.04K -12 -0.3%
PCM
2044
Palouse Capital Management
Washington
$1.74M -$233K -554 -12%
NIM
2045
Northeast Investment Management
Massachusetts
$1.73M +$875K +2,084 +114%
SCM
2046
Sebold Capital Management
Illinois
$1.73M +$38.6K +92 +2%
LJHT
2047
Laurie J. Hall Trustee
$1.73M -$96.5K -230 -6%
TFA
2048
Teamwork Financial Advisors
Texas
$1.73M -$30.6K -73 -2%
FAT
2049
First American Trust
California
$1.73M -$49.1K -117 -3%
CCA
2050
Column Capital Advisors
Indiana
$1.72M -$11.8K -28 -0.7%
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