We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
751
Drexel Morgan & Co
Pennsylvania
$276K – – –
PCG
752
Private Capital Group
Connecticut
$276K +$259K +9,004 +896%
FAT
753
First American Trust
California
$276K +$288K +9,999 New
CAG
754
Csenge Advisory Group
Florida
$274K +$51.6K +1,793 +22%
WFWM
755
Wechter Feldman Wealth Management
New Jersey
$273K – – –
VIM
756
Vista Investment Management
Pennsylvania
$272K – – –
CPA
757
Clear Perspective Advisors
Illinois
$270K -$3.92K -136 -1%
RT
758
Rockland Trust
Massachusetts
$270K -$2.02K -70 -0.7%
AMG
759
Asset Management Group
Connecticut
$265K +$691 +24 +0.3%
WAM
760
Wealthspire Advisors (Maryland)
Maryland
$263K -$6.51K -226 -2%
KFGK
761
Keystone Financial Group (Kentucky)
Kentucky
$262K +$12.6K +437 +5%
WWM
762
Windsor Wealth Management
Indiana
$262K +$274K +9,503 New
RIM
763
Rampart Investment Management
Connecticut
$261K – – –
SMC
764
Smith, Moore & Co
Missouri
$257K -$16.2K -562 -6%
PCM
765
Pointe Capital Management
Michigan
$257K +$269K +9,325 New
BFS
766
Bradley Foster & Sargent
Connecticut
$255K – – –
BFO
767
Biltmore Family Office
North Carolina
$254K – – –
SGS
768
Sterling Global Strategies
California
$254K +$5.7K +198 +2%
CAG
769
Crestwood Advisors Group
Massachusetts
$254K +$7.17K +249 +3%
TFS
770
TrustCore Financial Services
Tennessee
$254K +$38.7K +1,343 +17%
AGA
771
Accuvest Global Advisors
Utah
$253K – – –
CT
772
Chicago Trust
Illinois
$253K +$1.15K +40 +0.4%
ACI
773
Alpha Cubed Investments
California
$251K +$12.9K +447 +5%
MCM
774
Maryland Capital Management
Maryland
$249K +$260K +9,036 New
PIM
775
Parker Investment Management
California
$248K – – –
29 30
31
32 33