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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
$5.37B +$606M +9,008,640 +14%
Bank of America
2
Bank of America
North Carolina
$4.32B +$1.88B +27,889,948 +89%
LPL Financial
3
LPL Financial
California
$3.25B +$186M +2,772,079 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.2B +$883M +13,126,149 +42%
UIM
5
USS Investment Management
United Kingdom
$3.02B +$1.37B +20,372,102 +96%
Creative Planning
6
Creative Planning
Kansas
$2.26B +$21.5M +319,951 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.15B +$109M +1,624,308 +11%
Morgan Stanley
8
Morgan Stanley
New York
$999M +$168M +2,494,974 +22%
Invesco
9
Invesco
Georgia
$768M -$381M -5,665,881 -35%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$723M +$97.9M +1,456,291 +17%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$693M +$39.2M +583,000 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$610M +$29.7M +441,436 +5%
ACM
13
Advance Capital Management
Michigan
$584M -$149M -2,210,193 -22%
JP Morgan Chase
14
JP Morgan Chase
New York
$583M -$41.6M -618,458 -7%
CCMG
15
Clark Capital Management Group
Pennsylvania
$551M +$15.5M +231,161 +3%
KCM
16
Kedalion Capital Management
United Kingdom
$510M +$472M +7,014,380 New
Goldman Sachs
17
Goldman Sachs
New York
$468M +$131M +1,946,207 +43%
TAL
18
TIG Advisors LLC
New York
$430M +$397M +5,910,541 New
OIA
19
OneDigital Investment Advisors
Kansas
$420M -$93.6M -1,392,020 -19%
1WM
20
1900 Wealth Management
Texas
$387M +$12.9M +192,047 +4%
Financial Engines Advisors
21
Financial Engines Advisors
California
$363M +$913K +13,580 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$340M +$4.94M +73,400 +2%
GAG
23
GM Advisory Group
New York
$320M +$15M +223,111 +5%
TPCW
24
TD Private Client Wealth
New York
$313M +$19.4M +288,934 +7%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$313M +$36.1M +536,385 +14%