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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$6.15B +$350M +4,636,693 +6%
UIM
2
USS Investment Management
United Kingdom
$5.2B +$1.87B +24,826,130 +60%
Bank of America
3
Bank of America
North Carolina
$5.13B +$456M +6,039,211 +10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.97B +$512M +6,782,445 +15%
LPL Financial
5
LPL Financial
California
$3.8B +$281M +3,727,555 +8%
Creative Planning
6
Creative Planning
Kansas
$2.51B +$67.1M +889,363 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.32B +$74.2M +984,276 +6%
Morgan Stanley
8
Morgan Stanley
New York
$1.12B +$38.1M +504,730 +4%
KCM
9
Kedalion Capital Management
United Kingdom
$1.01B +$443M +5,869,620 +84%
Invesco
10
Invesco
Georgia
$829M +$504K +6,687 +0.1%
NAM
11
Nissay Asset Management
Japan
$783M +$673M +8,925,132 +838%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$780M +$1.39M +18,453 +0.2%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$747M – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$672M +$23.5M +312,015 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$646M +$16.7M +221,655 +3%
Goldman Sachs
16
Goldman Sachs
New York
$610M +$103M +1,358,867 +21%
CCMG
17
Clark Capital Management Group
Pennsylvania
$601M +$6.77M +89,694 +1%
ACM
18
Advance Capital Management
Michigan
$594M -$33.6M -445,336 -6%
OIA
19
OneDigital Investment Advisors
Kansas
$466M +$12.7M +168,601 +3%
TAL
20
TIG Advisors LLC
New York
$464M +$1.37M +18,136 +0.3%
1WM
21
1900 Wealth Management
Texas
$443M +$24.9M +330,746 +6%
Financial Engines Advisors
22
Financial Engines Advisors
California
$391M +$176K +2,338 +0%
ETC
23
Exchange Traded Concepts
Oklahoma
$388M +$192M +2,547,021 +106%
Raymond James Financial
24
Raymond James Financial
Florida
$367M +$41.1M +544,617 +13%
Ameriprise
25
Ameriprise
Minnesota
$363M -$2.84M -37,638 -0.8%
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