We are live on ! Find out more
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
$6.71B +$401M +5,039,605 +6%
UIM
2
USS Investment Management
United Kingdom
$5.33B
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.62B +$524M +6,591,558 +13%
Bank of America
4
Bank of America
North Carolina
$4.32B -$922M -11,593,314 -18%
LPL Financial
5
LPL Financial
California
$4.13B +$243M +3,050,730 +6%
Creative Planning
6
Creative Planning
Kansas
$2.63B +$61.3M +770,462 +2%
Morgan Stanley
7
Morgan Stanley
New York
$2.48B +$1.32B +16,607,351 +117%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.44B +$81.3M +1,022,371 +6%
N
9
Natixis
France
$1.33B +$1.31B +16,433,000 New
Invesco
10
Invesco
Georgia
$851M +$2.24M +28,212 +0.3%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$831M +$31.8M +400,292 +4%
NAM
12
Nissay Asset Management
Japan
$801M
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$765M
JP Morgan Chase
14
JP Morgan Chase
New York
$679M +$17M +213,761 +3%
Goldman Sachs
15
Goldman Sachs
New York
$644M +$18.2M +229,431 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$599M -$105M -1,318,338 -15%
CCMG
17
Clark Capital Management Group
Pennsylvania
$598M -$17.6M -221,438 -3%
ACM
18
Advance Capital Management
Michigan
$497M -$111M -1,390,160 -18%
OIA
19
OneDigital Investment Advisors
Kansas
$491M +$14.3M +179,193 +3%
1WM
20
1900 Wealth Management
Texas
$477M +$24.1M +303,212 +5%
TAL
21
TIG Advisors LLC
New York
$477M +$1.38M +17,335 +0.3%
GT
22
Greenleaf Trust
Michigan
$438M +$400M +5,032,883 +1,167%
Ameriprise
23
Ameriprise
Minnesota
$437M +$65M +817,009 +18%
ETC
24
Exchange Traded Concepts
Oklahoma
$437M +$39.1M +491,875 +10%
Allianz Asset Management
25
Allianz Asset Management
Germany
$407M +$353M +4,443,717 +708%