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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
501
Stephens Inc
Arkansas
$503K +$43.5K +1,374 +9%
BF
502
BOK Financial
Oklahoma
$502K +$35.4K +1,120 +8%
WTB
503
Washington Trust Bank
Washington
$501K +$43.1K +1,362 +9%
SG
504
Swarthmore Group
Pennsylvania
$495K -$4.01M -126,600 -89%
PTC
505
Private Trust Company
Ohio
$492K +$125K +3,936 +33%
CAG
506
Curtis Advisory Group
California
$490K +$157K +4,956 +46%
BCP
507
Blue Chip Partners
Michigan
$488K +$493K +15,564 New
NAM
508
NTV Asset Management
West Virginia
$485K +$12K +380 +3%
CCM
509
Cox Capital Management
Massachusetts
$485K +$489K +15,466 New
LOAMU
510
Lombard Odier Asset Management (USA)
New York
$485K +$490K +15,472 New
OC
511
Oppenheimer & Co
New York
$481K -$75K -2,370 -13%
CCM
512
Crabel Capital Management
California
$481K +$486K +15,346 New
SCM
513
Spreng Capital Management
Ohio
$477K +$9.49K +300 +2%
AWM
514
Avitas Wealth Management
California
$474K -$2.98K -94 -0.6%
BCA
515
Bay Colony Advisors
Massachusetts
$474K +$9.49K +300 +2%
FIA
516
Foundations Investment Advisors
Arizona
$473K +$480K +15,164 New
BA
517
Ballew Advisors
Mississippi
$471K -$655K -20,704 -58%
PCA
518
Personal Capital Advisors
California
$470K -$17.2M -543,430 -97%
LPIC
519
LeJeune Puetz Investment Counsel
Michigan
$470K – – –
PPWP
520
Proquility Private Wealth Partners
Nevada
$462K +$467K +14,746 New
VAG
521
VisionPoint Advisory Group
Texas
$461K +$466K +14,716 New
EIA
522
Eldridge Investment Advisors
New Hampshire
$459K – – –
SFPG
523
Stonebridge Financial Planning Group
Florida
$458K -$116K -3,650 -20%
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$453K +$388K +12,256 +560%
CAM
525
Cresset Asset Management
Illinois
$451K +$194K +6,128 +74%
19 20
21
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