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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.53B +$242M +4,614,754 +20%
Creative Planning
2
Creative Planning
Kansas
$1.48B +$24.5M +467,975 +2%
APTFM
3
AGUR Provident & Training Funds Management
Israel
$907M -$17.9M -340,800 -17%
Morgan Stanley
4
Morgan Stanley
New York
$685M +$454M +8,663,464 +242%
JP Morgan Chase
5
JP Morgan Chase
New York
$652M +$84.9M +1,621,184 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$470M +$214M +4,080,428 +94%
AWM
7
AE Wealth Management
Kansas
$447M +$26.8M +511,684 +7%
OIA
8
OneDigital Investment Advisors
Kansas
$442M +$98.7M +1,884,078 +31%
Bank of America
9
Bank of America
North Carolina
$439M +$122M +2,332,132 +42%
Osaic Holdings
10
Osaic Holdings
Arizona
$411M +$4.38M +83,606 +1%
SMM
11
Stadion Money Management
Georgia
$407M -$20.8M -396,541 -5%
ACM
12
Advance Capital Management
Michigan
$333M +$208M +3,975,462 +201%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$331M +$76M +1,450,389 +32%
CCMG
14
Clark Capital Management Group
Pennsylvania
$319M -$6.28M -119,806 -2%
Financial Engines Advisors
15
Financial Engines Advisors
California
$288M +$6.8M +129,812 +3%
AssetMark Inc
16
AssetMark Inc
California
$237M +$3M +57,221 +1%
PAG
17
Private Advisor Group
New Jersey
$235M +$19M +361,904 +9%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232M +$19.8M +377,862 +10%
GI
19
Gradient Investments
Minnesota
$210M +$4.61M +87,951 +2%
TVAMP
20
Tennessee Valley Asset Management Partners
Tennessee
$179M +$84.5M +1,613,205 +101%
GAG
21
GM Advisory Group
New York
$170M +$7.83M +149,365 +5%
CAL
22
Capital Analysts LLC
Pennsylvania
$156M +$1M +19,095 +0.7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$153M +$57.6M +1,099,715 +67%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$147M +$4.03M +76,898 +3%
Mariner
25
Mariner
Kansas
$138M +$17.5M +334,204 +16%