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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cullen/Frost Bankers
851
Cullen/Frost Bankers
Texas
$648K -$6.16K -156 -1%
CDH
852
Charles D. Hyman
$644K – – –
Freestone Capital Holdings
853
Freestone Capital Holdings
Washington
$642K +$117K +2,957 +24%
UOTTAIMCU
854
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$641K +$62.1K +1,573 +12%
PG
855
Prostatis Group
Maryland
$641K +$64K +1,621 +12%
CA
856
Claro Advisors
Massachusetts
$639K +$113K +2,864 +23%
PIWA
857
Prevail Innovative Wealth Advisors
Kansas
$637K -$88.6K -2,245 -13%
FFO
858
Fiduciary Family Office
Florida
$635K +$595K +15,080 New
KSWA
859
Kathleen S. Wright Associates
Pennsylvania
$633K +$197 +5 +0%
GWS
860
Glassman Wealth Services
Virginia
$631K -$10.6K -269 -2%
IEQ Capital
861
IEQ Capital
California
$625K +$150K +3,810 +35%
OWA
862
Octavia Wealth Advisors
Ohio
$623K -$211K -5,341 -27%
CT
863
Chicago Trust
Illinois
$622K -$1.66K -42 -0.3%
AIFAIM
864
American Institute for Advanced Investment Management
Arizona
$621K +$19.1K +485 +3%
RWA
865
River Wealth Advisors
Pennsylvania
$621K +$33.8K +857 +6%
PWM
866
Peterson Wealth Management
Nevada
$620K -$9.32K -236 -2%
World Investment Advisors
867
World Investment Advisors
California
$620K -$146K -3,709 -21%
IPAM
868
Investment Partners Asset Management
New Jersey
$616K -$62K -1,570 -10%
TC
869
TownSquare Capital
Utah
$615K +$65.2K +1,651 +13%
VCA
870
Verdence Capital Advisors
Maryland
$613K +$9.04K +229 +2%
9WM
871
9258 Wealth Management
Ohio
$613K +$575K +14,564 New
VCM
872
Viewpoint Capital Management
Washington
$613K -$23.7K -600 -4%
AFO
873
Allie Family Office
Florida
$610K -$42.6K -1,080 -7%
NWA
874
Navis Wealth Advisors
New York
$609K -$60.4K -1,530 -10%
ORC
875
O'Rourke & Company
Massachusetts
$609K +$118K +2,999 +26%