We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
401
Elios Financial Group
Ohio
$7.11M -$21.5K -310 -0.3%
CC
402
Courier Capital
New York
$7.11M +$1.18M +17,074 +20%
ACP
403
Aveo Capital Partners
Colorado
$7.09M -$826K -11,922 -10%
FWA
404
FSC Wealth Advisors
New York
$7.03M +$1.91M +27,591 +37%
RFS
405
Richardson Financial Services
Massachusetts
$6.92M -$85.4K -1,232 -1%
CWA
406
Clarus Wealth Advisors
Arizona
$6.91M +$248K +3,574 +4%
SWM
407
Selective Wealth Management
Virginia
$6.9M +$803K +11,584 +13%
MAM
408
MMA Asset Management
Pennsylvania
$6.89M +$6.93M +99,959 New
MHB
409
Midwest Heritage Bank
Iowa
$6.88M -$927K -13,368 -12%
OCM
410
One Capital Management
California
$6.88M +$182K +2,620 +3%
CF
411
Centaurus Financial
California
$6.81M +$176K +2,538 +3%
SPIA
412
Steward Partners Investment Advisory
New York
$6.74M +$4.77M +68,880 +239%
TWM
413
Trinity Wealth Management
Pennsylvania
$6.71M +$214K +3,094 +3%
AQR Capital Management
414
AQR Capital Management
Connecticut
$6.71M +$1.6M +23,049 +31%
RFG
415
Range Financial Group
Oregon
$6.66M +$3.59M +51,843 +116%
VAF
416
Values Added Financial
District of Columbia
$6.65M +$239K +3,446 +4%
Renaissance Technologies
417
Renaissance Technologies
New York
$6.65M +$5.31M +76,600 +387%
CAS
418
Coppell Advisory Solutions
Texas
$6.63M +$1.94M +28,043 +41%
APA
419
Astoria Portfolio Advisors
New York
$6.52M +$6.6M +95,268 New
BWM
420
BlackDiamond Wealth Management
New York
$6.52M +$54.3K +783 +0.8%
APC
421
Aspire Private Capital
North Carolina
$6.49M +$250K +3,612 +4%
MSAM
422
Moloney Securities Asset Management
Missouri
$6.45M +$482K +6,955 +8%
CF
423
Convergence Financial
Missouri
$6.44M -$1.32M -19,078 -17%
SFP
424
Shepherd Financial Partners
Massachusetts
$6.43M +$324K +4,676 +5%
William Blair & Company
425
William Blair & Company
Illinois
$6.42M +$4.12M +59,494 +177%