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
SMM
1
Stadion Money Management
Georgia
$365M +$433M +12,070,785 New
Creative Planning
2
Creative Planning
Kansas
$267M +$247M +6,892,366 +358%
Bank of America
3
Bank of America
North Carolina
$170M +$163M +4,552,412 +430%
LPL Financial
4
LPL Financial
California
$88.8M +$86.1M +2,401,010 +449%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$81.3M +$80M +2,229,636 +486%
Financial Engines Advisors
6
Financial Engines Advisors
California
$63.5M +$66.9M +1,865,151 +797%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$49.8M
FI
8
FormulaFolio Investments
Michigan
$47.6M -$62.3M -1,737,162 -52%
TC
9
Trilogy Capital
California
$47.2M -$1.61M -44,786 -3%
PWA
10
Peterson Wealth Advisors
Utah
$45.7M +$58.3K +1,624 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$45.4M +$53.8M +1,499,309 New
Morgan Stanley
12
Morgan Stanley
New York
$41.6M +$36.9M +1,029,442 +296%
CI
13
CX Institutional
Indiana
$39.6M +$46.8M +1,305,344 +42,013%
CAL
14
Capital Analysts LLC
Pennsylvania
$34.6M +$39.5M +1,099,863 +2,532%
State Street
15
State Street
Massachusetts
$31M +$15.4M +429,322 +72%
ODG
16
O'Dell Group
Ohio
$25.2M +$10.1M +280,640 +51%
ACM
17
AlphaStar Capital Management
North Carolina
$24.1M +$11.5M +319,352 +74%
AFG
18
Affinia Financial Group
Massachusetts
$22.8M +$27M +752,396 New
ACG
19
Allen Capital Group
Nebraska
$22.3M +$7.31M +203,846 +38%
FEG
20
Financial Enhancement Group
Indiana
$22.1M -$11M -307,681 -30%
SFP
21
Shepherd Financial Partners
Massachusetts
$21.4M -$10.1M -281,703 -29%
AA
22
Advisory Alpha
Michigan
$20.3M +$1.32M +36,758 +6%
CCFM
23
Clear Creek Financial Management
Washington
$19.5M -$12.6M -351,252 -37%
CPA
24
Clear Perspective Advisors
Illinois
$19.4M +$9.09M +253,482 +66%
DLIC
25
Daido Life Insurance Company
Japan
$18.7M +$22.2M +618,711 New