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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
$3.65B +$265M +3,824,688 +8%
LPL Financial
2
LPL Financial
California
$2.71B +$256M +3,687,146 +10%
Creative Planning
3
Creative Planning
Kansas
$2.1B +$63.9M +921,185 +3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.65B -$2.01K -29 -0.1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.07B +$1.07B +15,476,455 +14,332%
Invesco
6
Invesco
Georgia
$1.07B +$156M +2,250,006 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$891M +$113M +1,635,377 +14%
ACM
8
Advance Capital Management
Michigan
$843M -$22.2M -320,348 -3%
Morgan Stanley
9
Morgan Stanley
New York
$679M +$23.8M +343,319 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$659M +$122M +1,755,253 +23%
JP Morgan Chase
11
JP Morgan Chase
New York
$650M -$84.5M -1,219,337 -11%
Allianz Asset Management
12
Allianz Asset Management
Germany
$639M -$103M -1,492,830 -14%
SLI
13
Sumitomo Life Insurance
Japan
$624M +$97.7M +1,410,000 +18%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$617M +$96.9M +1,398,000 +19%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$543M +$45.6M +657,335 +9%
OIA
16
OneDigital Investment Advisors
Kansas
$522M +$837K +12,075 +0.2%
Bank of America
17
Bank of America
North Carolina
$495M -$91.7M -1,322,790 -16%
CCMG
18
Clark Capital Management Group
Pennsylvania
$491M +$47.8M +689,476 +11%
Financial Engines Advisors
19
Financial Engines Advisors
California
$346M +$1.34M +19,303 +0.4%
GI
20
Gradient Investments
Minnesota
$328M +$101M +1,460,710 +44%
1WM
21
1900 Wealth Management
Texas
$325M +$14.8M +213,820 +5%
Ameriprise
22
Ameriprise
Minnesota
$324M +$54.1M +780,451 +20%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318M +$45.5M +657,005 +17%
SMM
24
Stadion Money Management
Georgia
$311M -$17.4M -251,043 -5%
Goldman Sachs
25
Goldman Sachs
New York
$300M +$194M +2,804,365 +181%