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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
401
Telos Capital Management
California
$774K -$24.9K -840 -3%
SIMM
402
Stillwater Investment Management (Minnesota)
Minnesota
$769K +$247K +8,338 +47%
TSWM
403
Triangle Securities Wealth Management
North Carolina
$765K -$10.4K -350 -1%
HCP
404
Holt Capital Partners
Texas
$760K -$4.45K -150 -0.6%
BCM
405
BTR Capital Management
California
$760K – – –
LNC
406
Lincoln National Corp
Pennsylvania
$760K +$20.7K +696 +3%
IWAG
407
Integer Wealth Advisors Group
Georgia
$748K -$76.8K -2,588 -9%
GVAG
408
Great Valley Advisor Group
Delaware
$734K -$130K -4,370 -15%
RG
409
Rikoon Group
New Mexico
$729K +$71.8K +2,420 +11%
CL
410
CIM LLC
New York
$727K +$130K +4,394 +24%
PAMU
411
Pictet Asset Management (UK)
United Kingdom
$724K -$415K -14,000 -36%
GAG
412
GM Advisory Group
New York
$722K -$17.7M -596,408 -96%
CFS
413
CRA Financial Services
New Jersey
$716K – – –
MC
414
Matisse Capital
Oregon
$710K +$5.88K +198 +0.8%
HNB
415
Huntington National Bank
Ohio
$709K -$129K -4,342 -15%
RFC
416
Regions Financial Corp
Alabama
$707K -$415 -14 -0.1%
AF
417
Arrow Financial
New York
$706K +$20.4K +686 +3%
EWM
418
Endurance Wealth Management
Rhode Island
$704K -$14K -472 -2%
BWP
419
Bernardo Wealth Planning
Pennsylvania
$703K +$53.8K +1,814 +8%
ZIG
420
Zurich Insurance Group
Switzerland
$698K -$1.09M -36,840 -61%
PWW
421
Pettyjohn Wood & White
Virginia
$695K – – –
ODCM
422
Old Dominion Capital Management
Virginia
$694K -$19.6K -660 -3%
HSA
423
HBK Sorce Advisory
Pennsylvania
$692K +$207K +6,982 +43%
MFW
424
Meristem Family Wealth
Minnesota
$689K – – –
HR
425
Hayden Royal
North Carolina
$687K +$688K +23,168 New
15 16
17
18 19