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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
2026
McElhenny Sheffield Capital Management
Texas
– -$453K -8,401 Closed
NGA
2027
Naples Global Advisors
Florida
– -$388K -7,207 Closed
IB
2028
Iyo Bank
Japan
– -$366K -6,797 Closed
PP
2029
Patron Partners
Texas
– -$355K -6,585 Closed
BW
2030
BIP Wealth
Georgia
– -$336K -6,240 Closed
OFS
2031
Oldfather Financial Services
Nebraska
– -$331K -6,138 Closed
WAM
2032
Worth Asset Management
Texas
– -$326K -6,060 Closed
ICM
2033
Intrepid Capital Management
Florida
– -$310K -5,749 Closed
WDL
2034
Well Done LLC
Michigan
– -$303K -5,617 Closed
AC
2035
ASB Consultores
Florida
– -$292K -5,415 Closed
NB
2036
Nicolet Bankshares
Wisconsin
– -$287K -5,330 Closed
BWA
2037
BlueSky Wealth Advisors
North Carolina
– -$277K -5,139 Closed
WN
2038
Williams & Novak
California
– -$274K -5,093 Closed
FCFC
2039
First Commonwealth Financial Corp
Pennsylvania
– -$272K -5,043 Closed
RBWA
2040
RFG - Bristol Wealth Advisors
Massachusetts
– -$266K -4,944 Closed
GAM
2041
Griffin Asset Management
New York
– -$264K -4,899 Closed
IIC
2042
Integrated Investment Consultants
Michigan
– -$253K -4,698 Closed
HTIM
2043
Harbour Trust & Investment Management
Indiana
– -$252K -4,686 Closed
GWM
2044
Gibbs Wealth Management
Georgia
– -$250K -4,642 Closed
NF
2045
Nvest Financial
New Hampshire
– -$235K -4,363 Closed
BWMG
2046
Barnes Wealth Management Group
California
– -$232K -4,311 Closed
SWTS
2047
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$227K -4,210 Closed
KIM
2048
Kestra Investment Management
Texas
– -$219K -4,071 Closed
AFW
2049
Avantra Family Wealth
Pennsylvania
– -$216K -4,011 Closed
PAS
2050
PKS Advisory Services
New York
– -$216K -4,011 Closed
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