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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
B
301
Barings
North Carolina
$244K -$8.47K -400 -3%
BOK
302
Bank of Kentucky
Kentucky
$240K +$19.5K +922 +9%
SF
303
Synovus Financial
Georgia
$236K +$16.9K +800 +8%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$231K -$81.4K -3,844 -26%
WA
305
WealthTrust Axiom
Pennsylvania
$227K +$127 +6 +0.1%
KIG
306
Kessler Investment Group
Indiana
$224K +$4.24K +200 +2%
MA
307
Montag & Associates
Georgia
$217K -$32.3K -1,526 -13%
EA
308
Elm Advisors
California
$217K – – –
MWM
309
Merriman Wealth Management
Washington
$217K – – –
HCP
310
Holt Capital Partners
Texas
$216K +$21.2K +1,000 +11%
CI
311
Conning Inc
Connecticut
$210K -$76.3K -3,600 -26%
TIM
312
Tortoise Investment Management
New York
$210K -$6.36K -300 -3%
VF
313
Virtu Financial
New York
$210K +$212K +9,998 New
CTA
314
Chesley Taft & Associates
Illinois
$206K – – –
IPC
315
Independent Portfolio Consultants
Florida
$200K -$2.54K -120 -1%
BRWM
316
B. Riley Wealth Management
Tennessee
$198K +$30.1K +1,420 +18%
1IC
317
1919 Investment Counsel
Maryland
$181K – – –
CPA
318
Cowen Prime Advisors
New York
$177K -$2.33K -110 -1%
GGPS
319
Gary Goldberg Planning Services
New York
$171K -$11.9K -564 -6%
MA
320
MCF Advisors
Kentucky
$161K -$9.87K -466 -6%
BKBG
321
BHF Kleinwort Benson Group
Belgium
$158K – – –
WTB
322
Washington Trust Bank
Washington
$155K -$22.3K -1,052 -13%
DSC
323
Duncker Streett & Co
Missouri
$135K +$508 +24 +0.4%
SSG
324
Summit Securities Group
New York
$126K -$55.1K -2,600 -30%
DADC
325
D.A. Davidson & Co
Montana
$124K -$63.5K -2,998 -34%
11 12
13
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