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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1001
Colonial River Investments
Virginia
$559K -$11.8K -157 -2%
TF
1002
Threadgill Financial
Texas
$552K -$842K -11,166 -61%
FFG
1003
Fiduciary Financial Group
California
$551K -$16.4K -217 -3%
SG
1004
StoneX Group
New York
$550K +$67.6K +896 +15%
CFMC
1005
Curbstone Financial Management Corp
New Hampshire
$548K
PFA
1006
Portland Financial Advisors
New York
$546K -$17.3K -230 -3%
PFA
1007
Pure Financial Advisors
California
$544K -$19.7K -261 -4%
TSW
1008
Three Seasons Wealth
Utah
$539K +$519K +6,882 New
TPA
1009
Trivium Point Advisory
Connecticut
$538K -$24.2K -321 -4%
AI
1010
Accredited Investors
Minnesota
$535K
PWM
1011
Provident Wealth Management
Tennessee
$529K +$21.7K +288 +4%
KIM
1012
Kestra Investment Management
Texas
$525K +$19.6K +260 +4%
B
1013
Bailard
California
$521K -$69.1K -916 -12%
DW30
1014
Drucker Wealth 3.0
New Jersey
$520K -$10.4K -138 -2%
M&T Bank
1015
M&T Bank
New York
$519K +$59K +782 +13%
ACM
1016
Advisors Capital Management
New Jersey
$519K -$12.2K -162 -2%
MWA
1017
Monograph Wealth Advisors
California
$512K +$210K +2,790 +74%
PFG
1018
PAX Financial Group
Texas
$510K -$16.1K -214 -3%
RZH
1019
Relyea Zuckerberg Hanson
Connecticut
$509K +$1.51K +20 +0.3%
VBA
1020
von Borstel & Associates
Oregon
$509K +$480K +6,357 New
PFS
1021
Prospera Financial Services
Texas
$507K -$60K -795 -11%
WF
1022
Wayfinding Financial
Washington
$507K -$12.7K -168 -3%
BRWA
1023
B. Riley Wealth Advisors
Florida
$504K -$149K -1,978 -24%
SEP
1024
Southland Equity Partners
Missouri
$503K +$186K +2,464 +62%
CCB
1025
Country Club Bank
Missouri
$501K