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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$906M +$49.2M +911,313 +6%
SMM
2
Stadion Money Management
Georgia
$568M -$23.7M -438,602 -4%
LPL Financial
3
LPL Financial
California
$489M +$61.2M +1,133,396 +15%
Bank of America
4
Bank of America
North Carolina
$301M -$510M -9,442,881 -64%
AWM
5
AE Wealth Management
Kansas
$277M +$56.5M +1,045,937 +27%
Financial Engines Advisors
6
Financial Engines Advisors
California
$271M +$7.22M +133,751 +3%
AssetMark Inc
7
AssetMark Inc
California
$259M -$57.5M -1,065,727 -19%
CCMG
8
Clark Capital Management Group
Pennsylvania
$231M +$43M +795,607 +24%
Osaic Holdings
9
Osaic Holdings
Arizona
$211M +$60.2M +1,114,891 +42%
PAG
10
Private Advisor Group
New Jersey
$202M +$27.4M +506,508 +16%
GI
11
Gradient Investments
Minnesota
$189M +$21.6M +399,627 +13%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$188M -$3.21M -59,449 -2%
5L
13
55I LLC
Massachusetts
$186M +$17.4M +321,402 +11%
Ameriprise
14
Ameriprise
Minnesota
$183M -$12.1M -224,536 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$171M -$38.6M -714,672 -19%
BCM
16
Brookstone Capital Management
Illinois
$149M -$22M -407,122 -13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$133M +$5.27M +97,511 +4%
Morgan Stanley
18
Morgan Stanley
New York
$130M +$37.8M +699,327 +43%
Wells Fargo
19
Wells Fargo
California
$114M +$21.9M +406,487 +25%
PWA
20
Peterson Wealth Advisors
Utah
$112M +$5.76M +106,614 +6%
ACM
21
AlphaStar Capital Management
North Carolina
$106M -$29.5M -545,559 -22%
TC
22
Trilogy Capital
California
$96.4M +$2.62M +48,578 +3%
CAL
23
Capital Analysts LLC
Pennsylvania
$94.7M +$1.47M +27,138 +2%
DJSG
24
D.J. St. Germain
Massachusetts
$89.2M +$41M +759,169 +90%
G
25
GenTrust
Florida
$87.9M +$16.1M +297,872 +22%