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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
BOK Financial
Oklahoma
$225K +$223K +5,722 New
IWA
302
Inspirion Wealth Advisors
Illinois
$220K -$2.43M -62,421 -92%
MIM
303
Macroview Investment Management
Maryland
$216K -$21.3K -546 -9%
PPA
304
Parametric Portfolio Associates
Washington
$213K +$210K +5,401 New
RWA
305
Redhawk Wealth Advisors
Minnesota
$210K -$56.6K -1,453 -21%
CA
306
CapWealth Advisors
Tennessee
$210K +$208K +5,333 New
MFG
307
Magnus Financial Group
New York
$209K +$207K +5,313 New
RCA
308
Ranch Capital Advisors
Florida
$207K -$35K -899 -15%
JWA
309
JFS Wealth Advisors
Pennsylvania
$204K -$14.5K -372 -7%
TNA
310
True North Advisors
Texas
$203K +$202K +5,179 New
SPIA
311
Steward Partners Investment Advisory
New York
$202K
B
312
Bridgeworth
Alabama
$200K +$198K +5,088 New
GI
313
Gradient Investments
Minnesota
$196K +$16.2K +416 +9%
PWM
314
Provident Wealth Management
Tennessee
$188K +$93.7K +2,406 +101%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$187K -$27.6K -708 -13%
ZIG
316
Zurich Insurance Group
Switzerland
$157K
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$147K +$146K +3,742 New
JCM
318
Jacobi Capital Management
Pennsylvania
$130K +$14.2K +364 +12%
BWA
319
Burt Wealth Advisors
Maryland
$126K
GRP
320
Global Retirement Partners
California
$116K
YAL
321
Your Advocates Ltd
Texas
$90K +$4.01K +103 +5%
PB
322
Pinnacle Bancorp
Nebraska
$87K
TIM
323
Tortoise Investment Management
New York
$76K -$5.65K -145 -7%
LWANC
324
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$68K