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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2001
Miller Investment Management
Pennsylvania
– -$2M -37,042 Closed
Macquarie Group
2002
Macquarie Group
Australia
– -$1.73M -32,121 Closed
CC
2003
Centiva Capital
New York
– -$1.64M -30,700 Closed
LGW
2004
Leslie Global Wealth
Illinois
– -$1.59M -29,603 Closed
NM
2005
NWI Management
New York
– -$1.4M -26,000 Closed
CTC (Chicago Trading Company)
2006
CTC (Chicago Trading Company)
Illinois
– -$1.34M -24,857 Closed
CCWA
2007
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$997K -18,511 Closed
FSA
2008
Financial Services Advisory
Maryland
– -$868K -16,112 Closed
NA
2009
Navellier & Associates
Nevada
– -$831K -15,420 Closed
GP
2010
Guardian Partners
Canada
– -$741K -13,886 Closed
FPW
2011
Flagship Private Wealth
Massachusetts
– -$746K -13,848 Closed
SP
2012
SIH Partners
Delaware
– -$722K -13,407 Closed
Fiera Capital (Canada)
2013
Fiera Capital (Canada)
Quebec, Canada
– -$717K -13,314 Closed
JC
2014
JBGlobal.com
New York
– -$696K -12,921 Closed
BOH
2015
Bank of Hawaii
Hawaii
– -$682K -12,662 Closed
FF
2016
Finley Financial
Nevada
– -$645K -11,965 Closed
DFA
2017
Davies Financial Advisors
California
– -$633K -11,753 Closed
BDAM
2018
Blue Door Asset Management
Connecticut
– -$598K -11,100 Closed
WFA
2019
WMG Financial Advisors
Tennessee
– -$546K -10,138 Closed
GCM
2020
Glaxis Capital Management
Florida
– -$539K -10,000 Closed
JWM
2021
Jupiter Wealth Management
Colorado
– -$539K -10,000 Closed
QT
2022
Quantbot Technologies
New York
– -$517K -9,603 Closed
RFG
2023
Range Financial Group
Oregon
– -$511K -9,494 Closed
IWM
2024
Iams Wealth Management
Nebraska
– -$509K -9,446 Closed
EFG
2025
Ehrlich Financial Group
California
– -$497K -9,229 Closed
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