We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2076
Bar Harbor Wealth Management
New Hampshire
$233K – – –
CC
2077
Chanos & Company
New York
$233K +$132K +488 +110%
WCWM
2078
Willow Creek Wealth Management
California
$232K – – –
TIM
2079
Total Investment Management
Arizona
$232K +$18.3K +68 +9%
DAM
2080
Delta Asset Management
Tennessee
$232K +$32.4K +120 +15%
DLG
2081
Daniel L. Goodwin
$230K – – –
WP
2082
WealthShield Partners
North Carolina
$227K +$243K +903 New
NAP
2083
New Amsterdam Partners
New York
$227K +$245K +910 New
DC
2084
DeDora Capital
California
$225K +$6.74K +25 +3%
MCM
2085
Maple Capital Management
Vermont
$225K +$34.8K +129 +17%
PWP
2086
Principle Wealth Partners
Connecticut
$223K +$240K +890 New
OIWM
2087
OptiFour Integrated Wealth Management
Virginia
$222K – – –
WA
2088
Wealthstar Advisors
Texas
$221K -$170K -629 -41%
QCM
2089
Quadrant Capital Management
New Jersey
$221K – – –
AAP
2090
Arax Advisory Partners
Colorado
$221K +$809 +3 +0.3%
KB
2091
Kimelman & Baird
New York
$219K – – –
SHJ
2092
Sharkey, Howes & Javer
Colorado
$219K +$17K +63 +8%
EU
2093
Emory University
Georgia
$218K – – –
FM
2094
Foster & Motley
Ohio
$218K – – –
RWG
2095
Regal Wealth Group
California
$218K +$1.35K +5 +0.6%
PGAM
2096
Princeton Global Asset Management
New Jersey
$218K +$236K +874 New
KTC
2097
Kistler-Tiffany Companies
Pennsylvania
$217K -$4.04K -15 -2%
MIA
2098
MainStreet Investment Advisors
Illinois
$216K -$22.7K -84 -9%
UWPG
2099
Ullmann Wealth Partners Group
Florida
$216K +$270 +1 +0.1%
WIA
2100
Wealthstreet Investment Advisors
Texas
$216K +$3.77K +14 +2%
82 83
84
85 86