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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
526
Garde Capital
Washington
$543K +$31.8K +942 +7%
BCA
527
Bay Colony Advisors
Massachusetts
$535K -$12.4K -368 -2%
AWM
528
Avitas Wealth Management
California
$532K -$9.51K -282 -2%
CFGS
529
Concourse Financial Group Securities
Alabama
$532K +$49.5K +1,468 +11%
BFG
530
Berger Financial Group
Minnesota
$529K -$60.7K -1,800 -11%
JWA
531
JFS Wealth Advisors
Pennsylvania
$529K +$160K +4,732 +47%
HIIFS
532
Harel Insurance Investments & Financial Services
Israel
$527K +$24.6K +728 +5%
EIA
533
Eldridge Investment Advisors
New Hampshire
$524K -$16.9K -500 -3%
JIC
534
Johnson Investment Counsel
Ohio
$523K -$20.8K -616 -4%
LPIC
535
LeJeune Puetz Investment Counsel
Michigan
$523K – – –
CIA
536
Cladis Investment Advisory
Montana
$516K +$486K +14,404 New
PTC
537
Private Trust Company
Ohio
$514K +$21.9K +648 +5%
GA
538
GFS Advisors
Texas
$514K +$67.5K +2,000 +16%
SCM
539
Southport Capital Management
Tennessee
$507K -$13.5K -400 -3%
KIG
540
Kessler Investment Group
Indiana
$505K +$454K +13,448 +2,050%
QT
541
Quantbot Technologies
New York
$503K +$148K +4,400 +46%
AIC
542
Ayalon Insurance Company
Israel
$497K +$12.5K +370 +3%
SCP
543
Silverleafe Capital Partners
Tennessee
$492K -$178K -5,272 -28%
WA
544
WealthTrust Axiom
Pennsylvania
$492K -$10.7K -318 -2%
SG
545
StoneX Group
New York
$490K +$52K +1,542 +13%
JC
546
JB Capital
Connecticut
$488K +$46.8K +1,388 +11%
HI
547
Horizon Investments
North Carolina
$488K -$163K -4,828 -26%
MMG
548
Monetary Management Group
Missouri
$488K +$25.3K +750 +6%
BWM
549
Birchcreek Wealth Management
Ohio
$483K -$43.3K -1,284 -9%
CT
550
Caldwell Trust
Florida
$480K – – –
20 21
22
23 24