Spdr Portfolio

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Spdr Portfolio

$SPYG

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NewIncreasedMaintainedDecreasedLiquidated
52412244
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Confluence Investment Management Llc03-31-2021Com248,332Decreased-44.229.9914,006,000.00-43.1056.40Form 13
Private Trust Co Na03-31-2021Equities33,270Decreased-3.710.001,876,000.00-1.7856.39Form 13
Carroll Financial Associates, Inc.03-31-2021Etf452Decreased-16.610.0025,000.00-13.7955.31Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf991Maintained0.000.0356,000.001.8256.51Form 13
Bremer Bank National Association03-31-2021Prtflo S&p500 Gw6,281Maintained0.000.09354,000.002.02112.10Form 13
Spotlight Asset Group, Inc.03-31-2021Prtflo S&p500 Gw7,782Decreased-30.250.17439,000.00-28.8556.41Form 13
Echo Wealth Management, Llc03-31-2021Prtflo S&p500 Gw57,019Decreased-6.054.053,216,000.00-4.1756.40Form 13
Churchill Management Corp03-31-2021Com15,667Decreased-3.920.01884,000.00-2.0056.42Form 13
Larson Financial Group Llc03-31-2021Prtflo S&p500 Gw6,522Maintained0.000.12361,000.000.0055.35Form 13
Old Port Advisors03-31-2021Prtflo S&p500 Gw4,269Decreased-14.760.09241,000.00-11.7256.45Form 13
John W. Brooker & Co., Cpas03-31-2021Prtflo S&p500 Gw6,070Maintained0.000.21342,000.001.7956.34Form 13
Newman & Schimel, Llc03-31-2021Prtflo S&p 500 Gw11,252Increased1.720.42635,000.003.7656.43Form 13
Courier Capital Llc03-31-2021Prtflo S&p500 Gw219,182Decreased-2.991.2512,362,000.00-1.0456.40Form 13
Mitchell Sinkler & Starr/pa03-31-2021Prtflo S&p500 Gw30,555Decreased-2.751.671,723,000.00-0.8156.39Form 13
Burke & Herbert Bank & Trust Co03-31-2021Other3,564New!0.000.14201,000.000.0056.40Form 13
Acropolis Investment Management, Llc03-31-2021Prtflo S&p500 Gw1,798New!0.000.01101,000.000.0056.17Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com140,081Increased10.462.077,901,000.0012.6856.40Form 13
Carnegie Capital Asset Management, Llc03-31-2021Prtflo S&p500 Gw161,535Decreased-1.520.389,111,000.000.4656.40Form 13
Jackson Wealth Management, Llc03-31-2021Prtflo S&p500 Gw0Liquidated!-100.000.000.000.000.00Form 13
E&g Advisors, Lp03-31-2021Prtflo S&p500 Gw35,524Decreased-5.610.592,004,000.00-3.7056.41Form 13
Teamwork Financial Advisors, Llc03-31-2021Prtflo S&p500 Gw9,116Increased0.330.12514,000.002.3956.38Form 13
Trilogy Capital Inc.03-31-2021Prtflo S&p500 Gw3,762Increased1.510.02212,000.003.4156.35Form 13
Valeo Financial Advisors, Llc03-31-2021Etf1,360Maintained0.000.0077,000.002.6756.62Form 13
Clarus Wealth Advisors03-31-2021Prtflo S&p500 Gw240,803Increased1.119.9914,357,000.008.8159.62Form 13
Trh Financial, Llc03-31-2021Prtflo S&p500 Gw41,899Decreased-3.691.202,363,000.00-1.7556.40Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund1,786Maintained0.000.03101,000.002.0256.55Form 13
Ern Financial, Llc03-31-2021Prtflo S&p500 Gw195,059Increased0.264.2611,001,000.002.2756.40Form 13
Platte River Wealth Advisors, Llc03-31-2021Prtflo S&p500 Gw3,530Maintained0.000.09209,000.003.9859.21Form 13
Oak Harvest Investment Services03-31-2021Prtflo S&p500 Gw266,689Increased18.395.7615,041,000.0020.7656.40Form 13
Huntington National Bank03-31-2021Exchange Traded4,873Maintained0.000.00275,000.002.2356.43Form 13
Arvest Bank Trust Division03-31-2021Prtflo S&p500 Gw0Liquidated!-100.000.000.000.000.00Form 13
Freestate Advisors Llc03-31-2021Spdr S&p 500 Growth Etf Trust253,297New!0.009.9914,286,000.000.0056.40Form 13
Money Design Co.,ltd.03-31-2021Etf549,808Decreased-0.253.6131,009,000.002.1056.40Form 13
Hbw Advisory Services Llc03-31-2021Prtflo S&p500 Gw25,133Increased17.600.381,418,000.0019.9756.42Form 13
Iron Horse Wealth Management, Llc03-31-2021Prtflo S&p500 Gw199,367Increased1.718.4211,244,000.003.7656.40Form 13
Advisornet Financial, Inc03-31-2021Etf17,624Increased1.680.07994,000.003.7656.40Form 13
Dfpg Investments, Llc03-31-2021Prtflo S&p500 Gw3,497Decreased-35.910.09204,000.00-33.3358.34Form 13
Plimoth Trust Co Llc03-31-2021Com19,742Increased1.080.331,113,000.003.06112.73Form 13
Shilanski & Associates, Inc.03-31-2021Prtflo S&p500 Gw0Liquidated!-100.000.000.000.000.00Form 13
Garrett Wealth Advisory Group, Llc03-31-2021Prtflo S&p500 Gw35,050Increased1.131.401,977,000.003.1856.41Form 13
Global Trust Asset Management, Llc03-31-2021Prtflo S&p500 Gw4,755Decreased-43.050.15268,000.00-41.9956.36Form 13
Sound Income Strategies, Llc03-31-2021Prtflo S&p500 Gw94New!0.000.005,302,000.000.0056,404.26Form 13
Waller Financial Planning Group, Inc03-31-2021Prtflo S&p500 Gw98,410Decreased-3.401.595,550,000.00-1.4656.40Form 13
Global Retirement Partners, Llc03-31-2021Prtflo S&p500 Gw23,264Decreased-14.520.151,312,000.00-12.8256.40Form 13
Rba Wealth Management, Llc03-31-2021Prtflo S&p500 Gw0Liquidated!-100.000.000.000.000.00Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open2,199Increased198.780.06124,000.00202.4456.39Form 13
Investors Financial Group, Llc03-31-2021Prtflo S&p500 Gw17,404Decreased-39.800.57982,000.00-38.5556.42Form 13
N.e.w. Advisory Services Llc03-31-2021Prtflo S&p500 Gw4,890Increased0.430.05278,000.003.3556.85Form 13
Centennial Wealth Advisory Llc03-31-2021Prtflo S&p500 Gw32,510Increased43.811.211,834,000.0046.7256.41Form 13
Eclectic Associates Inc /adv03-31-2021Prtflo S&p500 Gw5,225Decreased-2.920.24295,000.00-1.0156.46Form 13
Mcdonald Partners Llc03-31-2021Prtflo S&p500 Gw14,872Increased1.110.17839,000.003.2056.41Form 13
Iowa State Bank03-31-2021Com48,021Decreased-2.180.812,708,000.00-0.2256.39Form 13
Inspirion Wealth Advisors, Llc03-31-2021Prtflo S&p500 Gw466,698Decreased-5.546.9826,322,000.00-3.6556.40Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open13,313Decreased-1.050.22750,000.000.8156.34Form 13
Cx Institutional03-31-2021Etp19,110Increased11.080.101,078,000.0013.3556.41Form 13
Detalus Advisors, Llc03-31-2021Etf5,096Increased21.830.17287,000.0024.2456.32Form 13
Atticus Wealth Management, Llc03-31-2021Prtflo S&p500 Gw71Maintained0.000.004,000.000.0056.34Form 13
Symphony Financial, Ltd. Co.03-31-2021Prtflo S&p500 Gw297,870Increased46.265.4220,496,000.0084.6768.81Form 13
City Holding Co03-31-2021Mutual Funds-equities1,220Maintained0.000.0169,000.002.9956.56Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock16,608New!0.000.08937,000.000.0056.42Form 13
Wallington Asset Management, Llc03-31-2021Etf6,340Increased38.130.06358,000.0040.9456.47Form 13
Harbor Investment Advisory, Llc03-31-2021Etf212Maintained0.000.0012,000.000.0056.60Form 13
Next Financial Group, Inc03-31-2021Prtflo S&p500 Gw16,784Increased12.420.08946,000.0014.67111.33Form 13
Tpg Financial Advisors, Llc03-31-2021Prtflo S&p500 Gw181,883Decreased-2.466.0710,258,000.00-0.5056.40Form 13
Bogart Wealth, Llc03-31-2021Etf556Increased13.700.0031,000.0014.8155.76Form 13
Valtinson Bruner Financial Planning Llc03-31-2021Prtflo S&p500 Gw77,570Increased8.332.764,692,000.0018.0460.49Form 13
Provident Wealth Management, Llc03-31-2021Prtflo S&p500 Gw177Decreased-99.520.0110,000.00-99.5156.50Form 13
Tennessee Valley Asset Management Partners03-31-2021Prtflo S&p500 Gw4,380Maintained0.000.06247,000.002.0756.39Form 13
Choice Wealth Advisors, Llc03-31-2021Prtflo S&p500 Gw236,483Increased5.209.9913,338,000.007.3156.40Form 13