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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital Advisors Ltd
1001
Capital Advisors Ltd
Ohio
$1.38M -$19.5K -229 -1%
Alamar Capital Management
1002
Alamar Capital Management
California
$1.38M -$28.8K -338 -2%
Ayalon Insurance Company
1003
Ayalon Insurance Company
Israel
$1.38M – – –
BankPlus Trust Department
1004
BankPlus Trust Department
Mississippi
$1.37M -$101K -1,183 -7%
Gallagher Fiduciary Advisors
1005
Gallagher Fiduciary Advisors
Illinois
$1.37M +$108K +1,271 +9%
Fisher Asset Management
1006
Fisher Asset Management
Washington
$1.36M +$722K +8,457 +120%
LongView Wealth Management
1007
LongView Wealth Management
Georgia
$1.36M +$269K +3,157 +26%
Strong Retirement Solutions
1008
Strong Retirement Solutions
Washington
$1.36M +$119K +1,396 +10%
BluePath Capital Management
1009
BluePath Capital Management
Georgia
$1.36M +$117K +1,372 +10%
Financial Management Network
1010
Financial Management Network
California
$1.35M +$94.7K +1,110 +8%
Asio Capital
1011
Asio Capital
Kentucky
$1.34M +$530K +6,216 +69%
Ellenbecker Investment Group
1012
Ellenbecker Investment Group
Wisconsin
$1.34M +$1.3M +15,200 New
Wall Street Financial Group
1013
Wall Street Financial Group
Illinois
$1.33M +$396K +4,642 +44%
Kachkovsky & Fisher Inc
1014
Kachkovsky & Fisher Inc
California
$1.32M +$1.28M +14,980 New
Gotham Asset Management
1015
Gotham Asset Management
New York
$1.31M – – –
Summit Investment Advisory Services
1016
Summit Investment Advisory Services
Minnesota
$1.31M -$19.7K -231 -2%
Quadcap Wealth Management
1017
Quadcap Wealth Management
Texas
$1.29M -$44.3K -519 -3%
Allworth Financial
1018
Allworth Financial
California
$1.29M +$180K +2,106 +17%
Onyx Bridge Wealth Group
1019
Onyx Bridge Wealth Group
New York
$1.28M -$4.86K -57 -0.4%
LOM Asset Management
1020
LOM Asset Management
$1.27M – – –
MBE Wealth Management
1021
MBE Wealth Management
Wisconsin
$1.27M +$52.1K +611 +4%
WealthCare Investment Partners
1022
WealthCare Investment Partners
Rhode Island
$1.27M -$20.9K -245 -2%
KeyBank National Association
1023
KeyBank National Association
Ohio
$1.27M +$542K +6,357 +79%
PGIM Custom Harvest
1024
PGIM Custom Harvest
New Jersey
$1.27M +$949K +11,118 +339%
Fingerlakes Wealth Management
1025
Fingerlakes Wealth Management
New York
$1.26M +$2.39K +28 +0.2%