Vault-13

SPDR S&P 500 ETF TR SPY

TR UNIT · ETP · CUSIP 78462F103 · ISIN US78462F1030

4,242 institutional holders +434 vs Q3 2024
592,931,427592.9m shares reported held*
$346.0bnreported value*
168 new 1,673 added 1,470 reduced 99 sold out net sold ≈ $25.3bn (-66.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($825.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $583.47. Options: 175 managers hold calls ($279.8bn notional), 373 hold puts ($573.3bn).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

02k4k6kQ3 22: 3,063Q4 22: 3,311Q1 23: 3,267Q2 23: 3,312Q3 23: 3,333Q4 23: 3,697Q1 24: 3,707Q2 24: 3,769Q3 24: 3,808Q4 24: 4,2424,242Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20223,063
Q4 20223,311
Q1 20233,267
Q2 20233,312
Q3 20233,333
Q4 20233,697
Q1 20243,707
Q2 20243,769
Q3 20243,808
Q4 20244,242

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2k02kQ1 23: 1,296 bought or addedQ1 23: 1,668 cut or sold outQ2 23: 1,403 bought or addedQ2 23: 1,533 cut or sold outQ2 23Q3 23: 1,478 bought or addedQ3 23: 1,490 cut or sold outQ4 23: 1,716 bought or addedQ4 23: 1,356 cut or sold outQ4 23Q1 24: 1,587 bought or addedQ1 24: 1,735 cut or sold outQ2 24: 1,727 bought or addedQ2 24: 1,560 cut or sold outQ2 24Q3 24: 1,722 bought or addedQ3 24: 1,593 cut or sold outQ4 24: 1,841 bought or addedQ4 24: 1,569 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20231,2961,668
Q2 20231,4031,533
Q3 20231,4781,490
Q4 20231,7161,356
Q1 20241,5871,735
Q2 20241,7271,560
Q3 20241,7221,593
Q4 20241,8411,569

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200bn$400bn$600bn$800bnQ1 24 calls: $276.4bnQ1 24 puts: $676.8bnQ1 24P/C 2.45Q2 24 calls: $268.2bnQ2 24 puts: $562.7bnQ2 24P/C 2.10Q3 24 calls: $275.9bnQ3 24 puts: $652.4bnQ3 24P/C 2.36Q4 24 calls: $279.8bnQ4 24 puts: $573.3bnQ4 24P/C 2.05
Numbers
QuarterCallsPutsP/C
Q1 2024$276.4bn$676.8bn2.45
Q2 2024$268.2bn$562.7bn2.10
Q3 2024$275.9bn$652.4bn2.36
Q4 2024$279.8bn$573.3bn2.05

Biggest buyers

Capula Management Ltd Added +8,628,768+8.6m
Bridgewater Associates, LP Added +7,395,084+7.4m
MACKENZIE FINANCIAL CORP Added +7,106,955+7.1m
D. E. Shaw & Co., Inc. Added +6,280,614+6.3m
BNP PARIBAS FINANCIAL MARKETS Added +2,881,352+2.9m
Squarepoint Ops LLC New +2,432,087+2.4m
WELLS FARGO & COMPANY/MN Added +2,321,554+2.3m
SUMITOMO MITSUI FINANCIAL GROUP, INC. Added +1,587,073+1.6m
HSBC HOLDINGS PLC Added +1,551,903+1.6m
UBS Group AG Added +1,451,260+1.5m

Biggest sellers

JPMORGAN CHASE & CO Reduced -60,169,351-60.2m
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Reduced -14,234,543-14.2m
MIZUHO SECURITIES USA LLC Reduced -10,739,643-10.7m
MILLENNIUM MANAGEMENT LLC Reduced -5,054,196-5.1m
SG Americas Securities, LLC Reduced -3,172,463-3.2m
ROYAL BANK OF CANADA Reduced -3,086,540-3.1m
Optiver Holding B.V. Sold out -2,919,262-2.9m
MORGAN STANLEY Reduced -2,291,895-2.3m
CITADEL ADVISORS LLC Reduced -2,090,811-2.1m
MARSHALL WACE, LLP Reduced -1,851,201-1.9m

Biggest calls

Optiver Holding B.V. Added $39.5bn67.5m shares
JANE STREET GROUP, LLC Added $35.6bn60.8m shares
CITADEL ADVISORS LLC Added $33.1bn56.5m shares
CTC LLC Added $25.8bn44.1m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $24.0bn41.0m shares
Belvedere Trading LLC Added $17.3bn29.6m shares
IMC-Chicago, LLC Added $14.6bn24.9m shares
SIMPLEX TRADING, LLC Reduced $11.1bn19.4m shares
WOLVERINE TRADING, LLC Reduced $9.0bn15.3m shares
Twin Tree Management, LP Reduced $7.9bn13.5m shares

Biggest puts

BARCLAYS PLC Reduced $72.3bn123.4m shares
1832 Asset Management L.P. Reduced $61.5bn105.0m shares
Optiver Holding B.V. Reduced $53.6bn91.4m shares
CTC LLC Added $39.2bn66.9m shares
JANE STREET GROUP, LLC Reduced $39.0bn66.5m shares
SIMPLEX TRADING, LLC Added $34.6bn59.4m shares
CITADEL ADVISORS LLC Reduced $34.5bn58.9m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $32.5bn55.4m shares
IMC-Chicago, LLC Reduced $29.6bn50.6m shares
Belvedere Trading LLC Reduced $24.4bn41.7m shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 2.47% of their portfolio NEW YORK, NY 53,187,11353.2m $31.2bn $31.2bn 2.47% Reduced -60.2m -60,169,351
2 MORGAN STANLEY 1.37% of their portfolio NEW YORK, NY 33,341,27833.3m $19.5bn $19.5bn 1.37% Reduced -2.3m -2,291,895
3 GOLDMAN SACHS GROUP INC 3.63% of their portfolio NEW YORK, NY 32,272,30032.3m $18.9bn $18.9bn 3.63% Reduced -873.0k -872,985
4 BANK OF AMERICA CORP /DE/ 1.62% of their portfolio CHARLOTTE, NC 29,815,40629.8m $17.5bn $17.5bn 1.62% Added +225.4k +225,363
5 Capula Management Ltd 72.59% of their portfolio Grand Cayman, E9 18,108,45318.1m $10.6bn $10.6bn 72.59% Added +8.6m +8,628,768
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.00% of their portfolio BALA CYNWYD, PA 17,132,92617.1m $10.0bn $10.0bn 15.00% Reduced -1.2m -1,190,936
7 NORTHERN TRUST CORP 1.12% of their portfolio CHICAGO, IL 13,483,74113.5m $7.9bn $7.9bn 1.12% Added +63.4k +63,381
8 WELLS FARGO & COMPANY/MN 1.83% of their portfolio SAN FRANCISCO, CA 12,980,17113.0m $7.6bn $7.6bn 1.83% Added +2.3m +2,321,554
9 MACKENZIE FINANCIAL CORP 2.62% of their portfolio TORONTO ONTARIO, A6 10,208,91210.2m $5.8bn $5.8bn 2.62% Added +7.1m +7,106,955
10 UBS Group AG 1.31% of their portfolio ZURICH, V8 9,976,39710.0m $5.8bn $5.8bn 1.31% Added +1.5m +1,451,260
11 BANK OF MONTREAL /CAN/ 2.76% of their portfolio TORONTO, A6 9,479,3009.5m $5.6bn $5.6bn 2.76% Reduced -201.9k -201,897
12 ROYAL BANK OF CANADA 1.17% of their portfolio TORONTO, A6 9,257,4969.3m $5.4bn $5.4bn 1.17% Reduced -3.1m -3,086,540
13 LPL Financial LLC 2.13% of their portfolio FORT MILL, SC 8,947,7148.9m $5.2bn $5.2bn 2.13% Added +391.6k +391,606
14 Bridgewater Associates, LP 22.12% of their portfolio Westport, CT 8,232,0498.2m $4.8bn $4.8bn 22.12% Added +7.4m +7,395,084
15 HRT FINANCIAL LP 24.62% of their portfolio NEW YORK, NY 6,954,3067.0m $4.1bn $4.1bn 24.62% Reduced -1.5m -1,499,254
16 D. E. Shaw & Co., Inc. 4.37% of their portfolio New York, NY 6,778,7816.8m $4.0bn $4.0bn 4.37% Added +6.3m +6,280,614
17 TD Asset Management Inc 3.39% of their portfolio Toronto, A6 6,531,7216.5m $3.8bn $3.8bn 3.39% Reduced -167.6k -167,645
18 Qube Research & Technologies Ltd 5.22% of their portfolio LONDON, X0 5,448,6895.4m $3.2bn $3.2bn 5.22% Reduced -475.2k -475,189
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.67% of their portfolio MILWAUKEE, WI 5,396,9525.4m $3.2bn $3.2bn 2.67% Added +80.6k +80,581
20 JANE STREET GROUP, LLC 4.90% of their portfolio NEW YORK, NY 5,224,8415.2m $3.1bn $3.1bn 4.90% Added +118.1k +118,068
21 RAYMOND JAMES FINANCIAL INC 1.11% of their portfolio ST. PETERSBURG, FL 5,140,2805.1m $3.0bn $3.0bn 1.11% First filing
22 US BANCORP \DE\ 3.45% of their portfolio MINNEAPOLIS, MN 4,494,3914.5m $2.6bn $2.6bn 3.45% Reduced -48.6k -48,561
23 PNC Financial Services Group, Inc. 1.64% of their portfolio Pittsburgh, PA 4,176,9814.2m $2.4bn $2.4bn 1.64% Reduced -36.5k -36,460
24 BNP PARIBAS FINANCIAL MARKETS 1.87% of their portfolio PARIS, I0 4,131,1784.1m $2.4bn $2.4bn 1.87% Added +2.9m +2,881,352
25 FMR LLC 0.14% of their portfolio BOSTON, MA 4,041,0564.0m $2.4bn $2.4bn 0.14% Reduced -18.2k -18,178
26 BARCLAYS PLC 1.04% of their portfolio LONDON, X0 3,598,1593.6m $2.1bn $2.1bn 1.04% Reduced -1.3m -1,329,030
27 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.40% of their portfolio TORONTO, A6 3,507,0473.5m $2.1bn $2.1bn 4.40% Reduced -461.4k -461,417
28 AMERIPRISE FINANCIAL INC 0.51% of their portfolio MINNEAPOLIS, MN 3,383,0003.4m $2.0bn $2.0bn 0.51% Added +184.0k +183,968
29 Bank of New York Mellon Corp 0.36% of their portfolio NEW YORK, NY 3,348,2793.3m $2.0bn $2.0bn 0.36% Reduced -18.9k -18,877
30 Cresset Asset Management, LLC 9.46% of their portfolio Chicago, IL 3,338,9433.3m $2.0bn $2.0bn 9.46% Reduced -32.0k -32,018
31 TRUIST FINANCIAL CORP 3.05% of their portfolio CHARLOTTE, NC 3,314,1683.3m $1.9bn $1.9bn 3.05% Reduced -39.4k -39,429
32 Silicon Valley Community Foundation 93.62% of their portfolio MOUNTAIN VIEW, CA 3,135,0883.1m $1.8bn $1.8bn 93.62% Reduced -159.0k -159,001
33 Creative Planning 1.68% of their portfolio OVERLAND PARK, KS 2,941,8992.9m $1.7bn $1.7bn 1.68% Reduced -34.6k -34,553
34 ENVESTNET ASSET MANAGEMENT INC 0.51% of their portfolio Berwyn, PA 2,732,9562.7m $1.6bn $1.6bn 0.51% Reduced -15.8k -15,769
35 Alberta Investment Management Corp 10.63% of their portfolio EDMONTON, A0 2,720,1512.7m $1.6bn $1.6bn 10.63% Added +1.2m +1,187,698
36 Lido Advisors, LLC 9.95% of their portfolio Los Angeles, CA 2,707,2782.7m $1.6bn $1.6bn 9.95% Added +589.2k +589,207
37 Schonfeld Strategic Advisors LLC 9.72% of their portfolio NEW YORK, NY 2,628,8912.6m $1.5bn $1.5bn 9.72% Reduced -244.3k -244,304
38 National Mutual Insurance Federation of Agricultural Cooperatives 13.14% of their portfolio TOKYO, JAPAN, M0 2,617,8322.6m $1.5bn $1.5bn 13.14% Unchanged
39 Rockefeller Capital Management L.P. 3.75% of their portfolio NEW YORK, NY 2,473,6832.5m $1.4bn $1.4bn 3.75% Added +872 +872
40 HSBC HOLDINGS PLC 0.89% of their portfolio LONDON, X0 2,445,9892.4m $1.4bn $1.4bn 0.89% Added +1.6m +1,551,903
41 Squarepoint Ops LLC 3.66% of their portfolio NEW YORK, NY 2,432,0872.4m $1.4bn $1.4bn 3.66% New
42 Pathstone Holdings, LLC 6.21% of their portfolio ENGLEWOOD, NJ 2,398,0822.4m $1.4bn $1.4bn 6.21% Added +34.1k +34,055
43 Gotham Asset Management, LLC 13.25% of their portfolio NEW YORK, NY 2,384,0182.4m $1.4bn $1.4bn 13.25% Added +525.5k +525,517
44 BANK OF NOVA SCOTIA 2.41% of their portfolio TORONTO, A6 2,354,9512.4m $1.4bn $1.4bn 2.41% Added +17.3k +17,287
45 CANADA PENSION PLAN INVESTMENT BOARD 1.25% of their portfolio TORONTO ONTARIO, A6 2,237,0002.2m $1.3bn $1.3bn 1.25% Unchanged
46 Cerity Partners LLC 2.55% of their portfolio NEW YORK, NY 2,206,9172.2m $1.2bn $1.2bn 2.55% Reduced -27.9k -27,895
47 STATE OF MICHIGAN RETIREMENT SYSTEM 6.60% of their portfolio EAST LANSING, MI 2,164,6402.2m $1.3bn $1.3bn 6.60% Reduced -1.0m -1,007,700
48 COMMONWEALTH EQUITY SERVICES, LLC 1.73% of their portfolio WALTHAM, MA 2,016,3622.0m $1.2bn $1.2bn 1.73% Added +29.7k +29,682
49 SUMITOMO MITSUI FINANCIAL GROUP, INC. 15.40% of their portfolio TOKYO, M0 1,965,7582.0m $1.2bn $1.2bn 15.40% Added +1.6m +1,587,073
50 HighTower Advisors, LLC 1.52% of their portfolio CHICAGO, IL 1,898,4581.9m $1.1bn $1.1bn 1.52% Added +53.7k +53,680
51 OLD MISSION CAPITAL LLC 25.25% of their portfolio CHICAGO, IL 1,850,8001.9m $1.1bn $1.1bn 25.25% Added +1.1m +1,096,851
52 Clal Insurance Enterprises Holdings Ltd 9.61% of their portfolio Tel-aviv, L3 1,814,4891.8m $1.1bn $1.1bn 9.61% Added +51.7k +51,706
53 Focus Partners Wealth 1.33% of their portfolio ST LOUIS, MO 1,739,0351.7m $1.0bn $1.0bn 1.33% Added +1.2m +1,159,248
54 CITADEL ADVISORS LLC 0.92% of their portfolio MIAMI, FL 1,706,1181.7m $999.9m $999.9m 0.92% Reduced -2.1m -2,090,811
55 BlackRock, Inc. 0.02% of their portfolio New York, NY 1,666,7571.7m $976.9m $976.9m 0.02% Added +341.6k +341,574
56 STIFEL FINANCIAL CORP 0.95% of their portfolio ST. LOUIS, MO 1,564,2901.6m $916.8m $916.8m 0.95% Added +39.3k +39,297
57 Bank Julius Baer & Co. Ltd, Zurich 3.06% of their portfolio ZURICH, V8 1,531,6671.5m $990.2m $990.2m 3.06% Added +149.9k +149,897
58 Freedom Together Foundation 92.33% of their portfolio NEW YORK, NY 1,418,0001.4m $831.1m $831.1m 92.33% Added +380.2k +380,200
59 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 1,358,5731.4m $796.2k $796.2k 0.00% Added +1.2m +1,190,341
60 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.69% of their portfolio Toronto, A6 1,357,8251.4m $795.8m $795.8m 0.69% Reduced -36.9k -36,864
61 Analyst IMS Investment Management Services Ltd. 28.82% of their portfolio Tel-aviv, L3 1,343,8141.3m $787.6m $787.6m 28.82% Reduced -7.4k -7,438
62 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 1,343,2611.3m $789.9m $789.9m 0.03% Reduced -79.9k -79,889
63 Cetera Investment Advisers 1.60% of their portfolio SCHAUMBURG, IL 1,304,4401.3m $764.5m $764.5m 1.60% Added +2.0k +2,038
64 Mariner, LLC 1.26% of their portfolio Overland Park, KS 1,284,7581.3m $753.1m $753.1m 1.26% Added +39.6k +39,606
65 CIBC WORLD MARKETS CORP 4.38% of their portfolio NEW YORK, NY 1,270,4131.3m $744.6m $744.6m 4.38% Reduced -22.4k -22,423
66 Norinchukin Bank, The 15.27% of their portfolio TOKYO, M0 1,233,0001.2m $722.6m $722.6m 15.27% Reduced -330.7k -330,696
67 Trust Asset Management LLC 55.65% of their portfolio HOUSTON, TX 1,214,7601.2m $711.9m $711.9m 55.65% Unchanged
68 Cohen Klingenstein LLC 23.89% of their portfolio NEW YORK, NY 1,191,6561.2m $698.4m $698.4m 23.89% Added +485.9k +485,875
69 NISSAY ASSET MANAGEMENT CORP /JAPAN 4.22% of their portfolio Tokyo, M0 1,164,1541.2m $692.7m $692.7m 4.22% Unchanged
70 Corient Private Wealth LP 1.06% of their portfolio MIAMI, FL 1,155,8001.2m $642.2m $642.2m 1.06% Added +37.2k +37,202
71 Jefferies Financial Group Inc. 7.31% of their portfolio NEW YORK, NY 1,117,5651.1m $655.0m $655.0m 7.31% Added +31.3k +31,326
72 Swan Global Investments, LLC 31.05% of their portfolio DURANGO, CO 1,095,8101.1m $642.2m $642.2m 31.05% Reduced -9.1k -9,085
73 Hirtle & Co., LLC 26.73% of their portfolio WEST CONSHOHOCKEN, PA 1,083,2591.1m $634.9m $634.9m 26.73% Added +35.9k +35,925
74 Trustees of Columbia University in the City of New York 99.12% of their portfolio NEW YORK, NY 1,071,7991.1m $628.2m $628.2m 99.12% First filing
75 CHURCHILL MANAGEMENT Corp 6.73% of their portfolio Los Angeles, CA 1,052,3211.1m $616.7m $616.7m 6.73% Reduced -129.9k -129,927
76 ALLSTATE CORP 17.77% of their portfolio NORTHBROOK, IL 1,029,3171.0m $603.3m $603.3m 17.77% Added +932.6k +932,622
77 CAPTRUST FINANCIAL ADVISORS 1.22% of their portfolio RALEIGH, NC 1,029,1561.0m $428.0m $428.0m 1.22% Reduced -21.5k -21,490
78 COMMON FUND FOR NONPROFIT ORGANIZATIONS 66.45% of their portfolio NORWALK, CT 1,006,9911.0m $590.2m $590.2m 66.45% Reduced -32.8k -32,807
79 BBR PARTNERS, LLC 40.80% of their portfolio NEW YORK, NY 997,605997.6k $584.7m $584.7m 40.80% Added +6.3k +6,267
80 OSAIC HOLDINGS, INC. 1.31% of their portfolio SCOTTSDALE, AZ 996,662996.7k $584.6m $584.6m 1.31% Added +26.3k +26,338
81 400 Capital Management LLC 100.00% of their portfolio NEW YORK, NY 980,400980.4k $574.6m $574.6m 100.00% First filing
82 Howard Hughes Medical Institute 99.88% of their portfolio Chevy Chase, MD 968,663968.7k $567.7m $567.7m 99.88% Reduced -126.0k -126,000
83 Valeo Financial Advisors, LLC 15.55% of their portfolio CARMEL, IN 967,462967.5k $556.6m $556.6m 15.55% Reduced -7.0k -6,966
84 ALLIANCEBERNSTEIN L.P. 0.19% of their portfolio NASHVILLE, TN 954,118954.1k $559.2m $559.2m 0.19% Reduced -420.0k -419,994
85 Board of Trustees of The Leland Stanford Junior University 47.69% of their portfolio STANFORD, CA 952,497952.5k $558.2m $558.2m 47.69% Reduced -102.9k -102,904
86 DOW CHEMICAL CO /DE/ 94.93% of their portfolio MIDLAND, MI 925,111925.1k $542.2m $542.2m 94.93% Added +399.0k +399,000
87 Euclidean Capital LLC 71.30% of their portfolio NEW YORK, NY 896,254896.3k $525.3m $525.3m 71.30% Reduced -306.6k -306,550
88 CITIGROUP INC 0.50% of their portfolio NEW YORK, NY 888,917888.9k $521.0m $521.0m 0.50% Reduced -69.6k -69,567
89 Pure Financial Advisors, LLC 11.77% of their portfolio SAN DIEGO, CA 883,650883.6k $517.9m $517.9m 11.77% Added +91.4k +91,407
90 Itau Unibanco Holding S.A. 15.86% of their portfolio SAO PAULO, D5 867,765867.8k $508.2m $508.2m 15.86% Added +426.4k +426,436
91 GLENMEDE TRUST CO NA 2.53% of their portfolio PHILADELPHIA, PA 844,482844.5k $494.9m $494.9m 2.53% Reduced -27.5k -27,517
92 BLAIR WILLIAM & CO/IL 1.40% of their portfolio CHICAGO, IL 819,692819.7k $480.4m $480.4m 1.40% Added +14.3k +14,333
93 Sanders Capital, LLC 0.70% of their portfolio West Palm Beach, FL 811,489811.5k $475.6m $475.6m 0.70% Reduced -59.7k -59,706
94 LMR Partners LLP 8.20% of their portfolio LONDON, X0 804,006804.0k $471.2m $471.2m 8.20% Added +800.4k +800,417
95 TEXAS TREASURY SAFEKEEPING TRUST CO 15.52% of their portfolio AUSTIN, TX 794,302794.3k $465.6m $465.6m 15.52% Added +15.5k +15,513
96 PRUDENTIAL FINANCIAL INC 0.64% of their portfolio NEWARK, NJ 792,498792.5k $464.5m $464.5m 0.64% Reduced -38.2k -38,196
97 Pine Ridge Advisers LLC 39.65% of their portfolio NEW YORK, NY 760,584760.6k $445.8m $445.8m 39.65% Added +40.3k +40,275
98 MARINER INVESTMENT GROUP LLC 88.45% of their portfolio NEW YORK, NY 759,678759.7k $445.2m $445.2m 88.45% Added +319.7k +319,731
99 Circle Wealth Management, LLC 9.41% of their portfolio SUMMIT, NJ 750,918750.9k $440.1m $440.1m 9.41% Reduced -27.6k -27,559
100 MAI Capital Management 3.28% of their portfolio INDEPENDENCE, OH 750,895750.9k $440.1m $440.1m 3.28% Added +12.4k +12,389