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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
2026
Roberts, Glore & Co
Illinois
$3.87M – – –
NB
2027
Northwest Bancshares
Pennsylvania
$3.87M -$158K -246 -4%
SPFA
2028
Summit Place Financial Advisors
New Jersey
$3.87M +$184K +287 +5%
EL
2029
EWA LLC
Pennsylvania
$3.86M – – –
CP
2030
Castleview Partners
Texas
$3.86M +$21.8K +34 +0.6%
OFP
2031
OFC Financial Planning
New Jersey
$3.85M -$290K -453 -7%
MWA
2032
Monograph Wealth Advisors
California
$3.84M -$895K -1,396 -20%
SOADOR
2033
State of Alaska Department of Revenue
Alaska
$3.84M -$25.6M -40,000 -87%
TPW
2034
Turn8 Private Wealth
$3.84M -$3.21M -5,000 -46%
HIC
2035
Holderness Investments Company
North Carolina
$3.83M +$103K +160 +3%
DCM
2036
Donaldson Capital Management
Indiana
$3.82M +$92.3K +144 +3%
WCG
2037
Weaver Consulting Group
California
$3.82M +$4.49K +7 +0.1%
SHFA
2038
SC&H Financial Advisors
Maryland
$3.82M -$34K -53 -0.9%
CCP
2039
Clarkston Capital Partners
Michigan
$3.81M +$897K +1,400 +32%
AWM
2040
Alterna Wealth Management
Texas
$3.81M -$976K -1,523 -21%
BC
2041
Burney Company
Virginia
$3.8M +$9.62K +15 +0.3%
FA
2042
Fountainhead AM
New Jersey
$3.79M +$71.8K +112 +2%
GAM
2043
Gemmer Asset Management
California
$3.79M -$16K -25 -0.4%
CCA
2044
Coign Capital Advisors
Utah
$3.79M -$274K -427 -7%
PCM
2045
Parsons Capital Management
Rhode Island
$3.77M +$12.2K +19 +0.3%
CJ
2046
Caitlin John
Michigan
$3.76M +$210K +328 +6%
IWA
2047
Inspirion Wealth Advisors
Illinois
$3.76M +$319K +497 +8%
HWAM
2048
Hennion & Walsh Asset Management
New Jersey
$3.76M +$132K +206 +4%
SCA
2049
Sandy Cove Advisors
Massachusetts
$3.76M -$257K -401 -7%
CA
2050
Cornerstone Advisory
Maryland
$3.76M +$16K +25 +0.4%
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