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
LVW Advisors
101
LVW Advisors
New York
$109M +$7.09M +83,132 +7%
Vertex Planning Partners
102
Vertex Planning Partners
Illinois
$108M +$24.3M +284,345 +30%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$106M +$42.9M +502,625 +72%
D.J. St. Germain
104
D.J. St. Germain
Massachusetts
$106M +$5.66M +66,358 +6%
Crews Bank & Trust
105
Crews Bank & Trust
Florida
$104M +$2.56M +29,973 +3%
BFA
106
Brown Financial Advisory
Alabama
$101M +$6.14M +71,955 +7%
Empower Advisory Group
107
Empower Advisory Group
Colorado
$101M -$77.5M -907,842 -44%
One Day In July LLC
108
One Day In July LLC
Vermont
$101M +$7.54M +88,350 +8%
Park Avenue Securities
109
Park Avenue Securities
New York
$100M +$2.37M +27,769 +3%
Marks Group Wealth Management
110
Marks Group Wealth Management
Minnesota
$98.3M +$72.2M +845,947 +310%
DA
111
Detalus Advisors
Missouri
$98.3M +$20.6M +241,565 +28%
SGWM
112
Sterling Group Wealth Management
California
$96.1M +$1.16M +13,647 +1%
Physician Wealth Advisors
113
Physician Wealth Advisors
Utah
$94M +$33.7M +394,731 +58%
WWA
114
WCG Wealth Advisors
Nevada
$94M -$7.67M -89,908 -8%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$91.5M +$12.8M +150,077 +17%
Two Sigma Investments
116
Two Sigma Investments
New York
$90.1M -$68.8M -806,700 -44%
World Investment Advisors
117
World Investment Advisors
California
$89.8M -$121K -1,420 -0.1%
Penserra Capital Management
118
Penserra Capital Management
California
$89.8M +$18.6M +218,509 +27%
OneAscent Financial Services
119
OneAscent Financial Services
Alabama
$89.1M +$303K +3,554 +0.4%
West Wealth Group
120
West Wealth Group
California
$88.5M +$37.9M +444,557 +79%
SFS
121
Security Financial Services
Indiana
$87.5M +$26.5M +310,051 +45%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$87.4M +$12.6M +147,983 +17%
LEFP
123
Leading Edge Financial Planning
Tennessee
$86.7M +$6.09M +71,335 +8%
Avidian Wealth Enterprises
124
Avidian Wealth Enterprises
Texas
$85.5M -$6.58M -77,147 -7%
CreativeOne Wealth
125
CreativeOne Wealth
Kansas
$85.4M +$54.3M +636,165 +190%