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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
Winfield Associates
Ohio
$255K – – –
FIM
302
Freedom Investment Management
Connecticut
$254K -$53.4K -2,520 -17%
B
303
Barings
North Carolina
$244K -$8.47K -400 -3%
BOK
304
Bank of Kentucky
Kentucky
$240K +$19.5K +922 +9%
SF
305
Synovus Financial
Georgia
$236K +$16.9K +800 +8%
SSWM
306
Sheets Smith Wealth Management
North Carolina
$231K -$81.4K -3,844 -26%
WA
307
WealthTrust Axiom
Pennsylvania
$227K +$127 +6 +0.1%
KIG
308
Kessler Investment Group
Indiana
$224K +$4.24K +200 +2%
MA
309
Montag & Associates
Georgia
$217K -$32.3K -1,526 -13%
EA
310
Elm Advisors
California
$217K – – –
MWM
311
Merriman Wealth Management
Washington
$217K – – –
HCP
312
Holt Capital Partners
Texas
$216K +$21.2K +1,000 +11%
CI
313
Conning Inc
Connecticut
$210K -$76.3K -3,600 -26%
TIM
314
Tortoise Investment Management
New York
$210K -$6.36K -300 -3%
VF
315
Virtu Financial
New York
$210K +$212K +9,998 New
CTA
316
Chesley Taft & Associates
Illinois
$206K – – –
IPC
317
Independent Portfolio Consultants
Florida
$200K -$2.54K -120 -1%
BRWM
318
B. Riley Wealth Management
Tennessee
$198K +$30.1K +1,420 +18%
1IC
319
1919 Investment Counsel
Maryland
$181K – – –
CPA
320
Cowen Prime Advisors
New York
$177K -$2.33K -110 -1%
GGPS
321
Gary Goldberg Planning Services
New York
$171K -$11.9K -564 -6%
MA
322
MCF Advisors
Kentucky
$161K -$9.87K -466 -6%
BKBG
323
BHF Kleinwort Benson Group
Belgium
$158K – – –
WTB
324
Washington Trust Bank
Washington
$155K -$22.3K -1,052 -13%
DSC
325
Duncker Streett & Co
Missouri
$135K +$508 +24 +0.4%
11 12
13
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