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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
$1.16B +$8.29M +176,625 +0.7%
LPL Financial
2
LPL Financial
California
$863M +$132M +2,823,990 +19%
SMM
3
Stadion Money Management
Georgia
$436M +$28.5M +608,012 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$344M +$2.68M +57,049 +0.8%
AWM
5
AE Wealth Management
Kansas
$337M -$31.9M -680,534 -9%
Financial Engines Advisors
6
Financial Engines Advisors
California
$243M +$5.91M +125,955 +3%
Bank of America
7
Bank of America
North Carolina
$215M -$12.7M -271,483 -6%
AssetMark Inc
8
AssetMark Inc
California
$194M +$18.5M +393,671 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$184M -$7.83M -166,917 -4%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$176M +$6.98M +148,871 +4%
OIA
11
OneDigital Investment Advisors
Kansas
$165M +$44M +937,699 +38%
GI
12
Gradient Investments
Minnesota
$158M +$3.19M +67,949 +2%
PAG
13
Private Advisor Group
New Jersey
$137M -$242K -5,160 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$136M +$2.38M +50,770 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$128M -$50.6M -1,078,243 -29%
BCM
16
Brookstone Capital Management
Illinois
$126M +$20.4M +434,263 +20%
GAG
17
GM Advisory Group
New York
$120M +$20.6M +438,867 +21%
PWA
18
Peterson Wealth Advisors
Utah
$117M +$4.89M +104,164 +4%
CAL
19
Capital Analysts LLC
Pennsylvania
$105M -$9.76M -208,111 -9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$104M +$13.6M +289,192 +15%
Mariner
21
Mariner
Kansas
$104M +$18.3M +389,539 +22%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$100M +$29.6M +631,538 +44%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.8M -$12.2M -261,064 -11%
APTFM
24
AGUR Provident & Training Funds Management
Israel
$95.8M
TLIC
25
Taiyo Life Insurance Company
Japan
$93.4M