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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
351
Pinnacle Financial Partners (Tennessee)
Tennessee
$270K -$902K -39,830 -78%
WA
352
Winfield Associates
Ohio
$267K -$18.1K -800 -7%
CCT
353
Country Club Trust
Missouri
$262K -$339K -14,966 -57%
BOK
354
Bank of Kentucky
Kentucky
$262K -$7.06K -312 -3%
OCM
355
Orleans Capital Management
Louisiana
$262K +$251K +11,100 New
SSWM
356
Sheets Smith Wealth Management
North Carolina
$260K – – –
BCM
357
Bluefin Capital Management
New York
$256K +$246K +10,852 New
WA
358
WealthTrust Axiom
Pennsylvania
$254K +$136 +6 +0.1%
FIG
359
Fusion Investment Group
Pennsylvania
$252K -$52.8K -2,334 -18%
HCP
360
Holt Capital Partners
Texas
$249K +$6.79K +300 +3%
KIG
361
Kessler Investment Group
Indiana
$243K -$8.56K -378 -4%
EA
362
Elm Advisors
California
$243K – – –
ID
363
Integral Derivatives
New York
$236K -$534K -23,600 -70%
TIM
364
Tortoise Investment Management
New York
$236K – – –
SF
365
Synovus Financial
Georgia
$232K -$30.8K -1,360 -12%
CTA
366
Chesley Taft & Associates
Illinois
$231K – – –
FNFDCM
367
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K +$217K +9,600 New
SCP
368
Syntal Capital Partners
Texas
$226K -$261K -11,540 -55%
CL
369
CIM LLC
New York
$226K +$217K +9,590 New
IPC
370
Independent Portfolio Consultants
Florida
$224K – – –
LCS
371
Levin Capital Strategies
New York
$222K +$213K +9,400 New
LJAC
372
L.J. Altfest & Co
New York
$219K +$210K +9,260 New
BPC
373
Banque Pictet & Cie
Switzerland
$217K +$208K +9,200 New
EWM
374
Endurance Wealth Management
Rhode Island
$214K +$206K +9,104 New
CPA
375
Cowen Prime Advisors
New York
$200K +$1.58K +70 +0.8%
13 14
15
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