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State Street SPDR S&P Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
76
Heritage Trust
Oklahoma
$11K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$10K +$3.75K +119 +64%
FWM
78
Focused Wealth Management
New York
$9K -$994K -31,509 -99%
Bessemer Group
79
Bessemer Group
New Jersey
$8K +$7.95K +252 New
HR
80
Howe & Rusling
New York
$7K -$10.7K -340 -62%
M
81
MOTCO
Texas
$6K +$5.49K +174 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$5K – – –
PA
83
Parallel Advisors
California
$5K +$4.48K +142 New
AssetMark Inc
84
AssetMark Inc
California
$4K -$852 -27 -17%
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
JCM
87
Jacobi Capital Management
Pennsylvania
$3K – – –
VRM
88
Vectors Research Management
New York
$3K +$3.31K +105 New
QCIG
89
Quad-Cities Investment Group
Iowa
$2K – – –
Simplex Trading
90
Simplex Trading
Illinois
$2K +$2.87K +91 New
TFA
91
Transamerica Financial Advisors
Florida
$1K – – –
UBS AM
92
UBS AM
Illinois
$962 – – –
CI
93
Cavalier Investments
Georgia
– -$3.68M -123,419 Closed
WAM
94
Wolverine Asset Management
Illinois
– -$2.23M -75,000 Closed
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
– -$1.88M -63,174 Closed
BFA
96
Beaumont Financial Advisors
Massachusetts
– -$1.64M -54,944 Closed
MIAN
97
Mariner Independent Advisor Network
Kansas
– -$341K -11,451 Closed
William Blair & Company
98
William Blair & Company
Illinois
– -$162K -5,451 Closed
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$27K -917 Closed
SEI Investments
100
SEI Investments
Pennsylvania
– -$11K -374 Closed