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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.31B +$414M +6,371,513 +15%
LPL Financial
2
LPL Financial
California
$2.41B +$228M +3,501,943 +11%
Creative Planning
3
Creative Planning
Kansas
$1.99B +$59.6M +915,823 +3%
Invesco
4
Invesco
Georgia
$892M +$859M +13,210,430 +372,965%
ACM
5
Advance Capital Management
Michigan
$847M -$66.5M -1,022,998 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$762M +$65.5M +1,007,757 +10%
Allianz Asset Management
7
Allianz Asset Management
Germany
$727M +$349M +5,361,433 +99%
JP Morgan Chase
8
JP Morgan Chase
New York
$719M -$43.3M -666,160 -6%
Morgan Stanley
9
Morgan Stanley
New York
$642M +$6.01M +92,379 +1%
Bank of America
10
Bank of America
North Carolina
$574M -$16M -246,445 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$526M +$15.5M +238,406 +3%
SLI
12
Sumitomo Life Insurance
Japan
$516M +$166M +2,550,000 +50%
OIA
13
OneDigital Investment Advisors
Kansas
$510M -$28.4M -436,587 -5%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M +$298M +4,585,000 +154%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$487M +$35.6M +547,989 +8%
CCMG
16
Clark Capital Management Group
Pennsylvania
$434M +$19M +292,876 +5%
Financial Engines Advisors
17
Financial Engines Advisors
California
$337M -$1.45M -22,220 -0.4%
SMM
18
Stadion Money Management
Georgia
$321M +$5.8M +89,174 +2%
AWMS
19
Advocacy Wealth Management Services
Georgia
$321M -$19.2M -295,912 -6%
1WM
20
1900 Wealth Management
Texas
$303M +$22.4M +345,188 +8%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268M +$6.3M +96,930 +3%
Ameriprise
22
Ameriprise
Minnesota
$265M +$17.1M +263,104 +7%
PAG
23
Private Advisor Group
New Jersey
$262M +$5.55M +85,299 +2%
CAL
24
Capital Analysts LLC
Pennsylvania
$238M +$29.3M +451,060 +15%
GAG
25
GM Advisory Group
New York
$234M +$6.08M +93,564 +3%