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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
$4.27B +$829M +11,988,520 +23%
LPL Financial
2
LPL Financial
California
$2.76B +$183M +2,643,842 +7%
Bank of America
3
Bank of America
North Carolina
$2.07B +$1.68B +24,332,182 +339%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.03B +$1.07B +15,489,573 +99%
Creative Planning
5
Creative Planning
Kansas
$2.03B +$28.2M +407,352 +1%
UIM
6
USS Investment Management
United Kingdom
$1.39B +$1.47B +21,200,000 New
Invesco
7
Invesco
Georgia
$1.07B +$53.5M +773,953 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$938M +$92.4M +1,335,809 +10%
Allianz Asset Management
9
Allianz Asset Management
Germany
$845M +$247M +3,577,176 +39%
Morgan Stanley
10
Morgan Stanley
New York
$740M +$96.8M +1,399,525 +14%
ACM
11
Advance Capital Management
Michigan
$673M -$137M -1,986,458 -16%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$589M
JP Morgan Chase
13
JP Morgan Chase
New York
$568M -$54.1M -782,852 -8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$558M +$42.4M +613,217 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$529M -$105M -1,515,079 -16%
CCMG
16
Clark Capital Management Group
Pennsylvania
$483M +$16.2M +234,302 +3%
OIA
17
OneDigital Investment Advisors
Kansas
$471M -$27.9M -403,593 -5%
1WM
18
1900 Wealth Management
Texas
$337M +$29.2M +421,721 +9%
Financial Engines Advisors
19
Financial Engines Advisors
California
$327M -$2.52M -36,483 -0.7%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$327M +$124M +1,795,270 +56%
Ameriprise
21
Ameriprise
Minnesota
$302M -$6.93M -100,213 -2%
Goldman Sachs
22
Goldman Sachs
New York
$295M +$9.21M +133,141 +3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M -$13.9M -200,564 -4%
SMM
24
Stadion Money Management
Georgia
$286M -$10.7M -154,654 -3%
PAG
25
Private Advisor Group
New Jersey
$278M +$11.3M +163,488 +4%