XLF icon

State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
1301
Lugano Financial Advisors SA (LFA)
Switzerland
$353K – – –
OC
1302
Opinicus Capital
Florida
$352K +$33.2K +687 +10%
BW
1303
BIP Wealth
Georgia
$351K +$60.1K +1,243 +21%
FCM
1304
Firestone Capital Management
Florida
$351K +$17.4K +360 +5%
PCM
1305
Parsons Capital Management
Rhode Island
$351K +$3.63K +75 +1%
MSAM
1306
Moloney Securities Asset Management
Missouri
$350K -$78.1K -1,615 -18%
AIM
1307
Aspen Investment Management
Michigan
$350K – – –
JSW
1308
Journey Strategic Wealth
New Jersey
$350K -$28.2K -583 -7%
RFA
1309
Register Financial Advisors
Georgia
$349K +$11.5K +237 +3%
AFG
1310
Atomi Financial Group
New York
$349K +$349K +7,222 New
FPCP
1311
Fort Point Capital Partners
California
$348K +$80.1K +1,656 +30%
AGA
1312
Arkos Global Advisors
Texas
$347K +$12.7K +262 +4%
AT
1313
Arlington Trust
Alabama
$346K -$145K -3,000 -30%
VIM
1314
Vista Investment Management
Pennsylvania
$346K -$4.83K -100 -1%
CAM
1315
Carret Asset Management
New York
$344K -$9.67K -200 -3%
APIM
1316
Agate Pass Investment Management
Washington
$344K – – –
WCM
1317
Washburn Capital Management
Florida
$335K +$335K +6,938 New
FLP
1318
Financial Life Planners
Arizona
$335K +$335K +6,922 New
DSC
1319
Duncker Streett & Co
Missouri
$334K -$56.2K -1,163 -14%
SAG
1320
SageView Advisory Group
California
$332K +$32K +661 +11%
CFS
1321
CRA Financial Services
New Jersey
$331K -$7.4K -153 -2%
PCM
1322
Pointe Capital Management
Michigan
$331K +$97 +2 +0%
PIA
1323
Panoramic Investment Advisors
Colorado
$331K +$34.3K +710 +12%
RFA
1324
Resurgent Financial Advisors
Georgia
$329K +$86.5K +1,789 +36%
SAM
1325
Strive Asset Management
Ohio
$329K +$329K +6,814 New
51 52
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