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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
301
Cannell & Spears
New York
$884K +$25.4K +1,253 +3%
GW
302
GW & Wade
Massachusetts
$875K -$250K -12,350 -22%
CSIA
303
Charles Schwab Investment Advisory
California
$869K -$104M -5,117,134 -99%
SAM
304
Sawgrass Asset Management
Florida
$866K -$7.49K -370 -0.9%
BCM
305
Boltwood Capital Management
California
$866K +$25.4K +1,253 +3%
PA
306
Pinnacle Associates
New York
$864K -$163K -8,046 -16%
VFA
307
Voya Financial Advisors
Connecticut
$857K +$453K +22,366 +106%
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$835K +$20.3K +1,003 +2%
EWM
309
Evercore Wealth Management
New York
$828K +$391K +19,321 +88%
SWP
310
Stratos Wealth Partners
Ohio
$816K +$116K +5,720 +16%
CCM
311
Condor Capital Management
New Jersey
$807K -$30.3K -1,496 -4%
HTC
312
Haverford Trust Company
Pennsylvania
$802K +$11.6K +571 +1%
OIA
313
Optimum Investment Advisors
Illinois
$800K -$43.5K -2,147 -5%
WCM
314
Windsor Capital Management
Arizona
$784K -$38.2K -1,889 -5%
VIA
315
Virtus Investment Advisers
Connecticut
$783K +$790K +39,025 New
KIG
316
Kessler Investment Group
Indiana
$780K +$212K +10,499 +37%
AB
317
AT Bancorp
Iowa
$772K -$18.4K -911 -2%
SSB
318
Sandy Spring Bank
Maryland
$756K -$33.7K -1,664 -4%
CAS
319
Cue Advisory Services
Arizona
$727K -$89.6K -4,426 -11%
PP
320
Patten & Patten
Tennessee
$725K -$648 -32 -0.1%
SCM
321
SOL Capital Management
Maryland
$715K +$157K +7,746 +28%
FMBTD
322
First Midwest Bank Trust Division
Illinois
$708K +$50.8K +2,511 +8%
LCM
323
Lucas Capital Management
New Jersey
$705K -$155K -7,672 -18%
FFSOTS
324
Fiduciary Financial Services of The Southwest
Texas
$704K -$44.4K -2,193 -6%
SAS
325
Stelac Advisory Services
New York
$690K +$455K +22,498 +189%