We are live on ! Find out more
SPYM icon

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1026
Professional Financial Advisors
Nebraska
$1.26M +$28K +328 +2%
Brooklyn FI
1027
Brooklyn FI
New York
$1.26M +$332K +3,894 +37%
Orographic Financial Advisors
1028
Orographic Financial Advisors
Colorado
$1.26M -$17K -199 -1%
Accurate Wealth Management
1029
Accurate Wealth Management
Florida
$1.24M -$183K -2,150 -13%
Voisard Asset Management Group
1030
Voisard Asset Management Group
Michigan
$1.24M -$27.2K -319 -2%
Embree Financial Group
1031
Embree Financial Group
Illinois
$1.23M -$2.56K -30 -0.2%
Regimen Wealth
1032
Regimen Wealth
Georgia
$1.22M +$380K +4,458 +47%
Visionary Wealth Advisors
1033
Visionary Wealth Advisors
Illinois
$1.22M +$21.2K +249 +2%
4Wealth Advisors
1034
4Wealth Advisors
Illinois
$1.22M -$1.62K -19 -0.1%
Estate Counselors
1035
Estate Counselors
Wisconsin
$1.2M -$12.6K -148 -1%
SIA
1036
Strategic Investment Advisors
Michigan
$1.2M +$302K +3,535 +35%
Kestra Investment Management
1037
Kestra Investment Management
Texas
$1.2M +$382K +4,483 +49%
MTC
1038
Matrix Trust Company
Colorado
$1.19M +$1.16M +13,571 New
G&S Capital
1039
G&S Capital
Colorado
$1.19M +$118K +1,388 +11%
Cornerstone Planning Group
1040
Cornerstone Planning Group
New Jersey
$1.18M +$31.3K +367 +3%
Weaver Consulting Group
1041
Weaver Consulting Group
California
$1.18M +$1.15M +13,440 New
Rockwood Wealth Management
1042
Rockwood Wealth Management
Pennsylvania
$1.18M +$144K +1,688 +14%
Serenus Wealth Advisors
1043
Serenus Wealth Advisors
California
$1.17M -$153K -1,797 -12%
New England Asset Management
1044
New England Asset Management
Connecticut
$1.17M – – –
Smith Asset Management
1045
Smith Asset Management
Florida
$1.14M +$102K +1,200 +10%
Mason Investment Advisory Services
1046
Mason Investment Advisory Services
Virginia
$1.14M – – –
PCA Investment Advisory Services
1047
PCA Investment Advisory Services
Ohio
$1.14M +$20.2K +237 +2%
Whelan Financial
1048
Whelan Financial
California
$1.14M -$134K -1,566 -11%
A4 Wealth Advisors
1049
A4 Wealth Advisors
North Carolina
$1.13M -$1.07M -12,524 -49%
Stokes Family Office
1050
Stokes Family Office
Louisiana
$1.12M +$184K +2,157 +20%