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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1601
BluePath Capital Management
Georgia
– -$200K -4,752 Closed
DPI
1602
Diversified Portfolios Inc
Michigan
– -$200K -4,750 Closed
AAG
1603
Accordant Advisory Group
Maryland
– -$185K -4,382 Closed
AWM
1604
Ameliora Wealth Management
Switzerland
– -$168K -4,000 Closed
FFWA
1605
FRG Family Wealth Advisors
Washington
– -$113K -2,800 Closed
First Manhattan
1606
First Manhattan
New York
– -$67.2K -1,595 Closed
FIM
1607
Fernwood Investment Management
Massachusetts
– -$63.6K -1,510 Closed
FFWM
1608
Future Financial Wealth Management
Ohio
– -$61.9K -1,470 Closed
MAWCM
1609
Mine & Arao Wealth Creation & Management
California
– -$58.8K -1,396 Closed
LTI
1610
Laffer Tengler Investments
Tennessee
– -$55.5K -1,318 Closed
TC
1611
Truvestments Capital
Florida
– -$55K -1,306 Closed
VL
1612
Vima LLC
Michigan
– -$39.6K -1,231 Closed
PVH
1613
Psagot Value Holdings
Israel
– -$49K -1,153 Closed
FSWA
1614
Financial Synergies Wealth Advisors
Texas
– -$28.3K -672 Closed
BFA
1615
BBJS Financial Advisors
Washington
– -$27.4K -650 Closed
BIM
1616
Breakwater Investment Management
Washington
– -$25K -593 Closed
CSS
1617
Cubist Systematic Strategies
Connecticut
– -$20.6K -500 Closed
BLC
1618
Brown, Lisle/Cummings
Rhode Island
– -$16.8K -400 Closed
CWAF
1619
Core Wealth Advisors (Florida)
Florida
– -$12.6K -300 Closed
PAM
1620
Palisade Asset Management
Minnesota
– -$10.3K -244 Closed
PCM
1621
Penserra Capital Management
California
– -$7K -186 Closed
BA
1622
Ballast Advisors
Minnesota
– -$4.42K -105 Closed
IPW
1623
Impact Partnership Wealth
Georgia
– -$2.69K -64 Closed
CWM
1624
CarsonAllaria Wealth Management
Illinois
– -$2.27K -54 Closed
VIP
1625
Vista Investment Partners
Oklahoma
– -$1.81K -43 Closed