We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
601
Hanson & Doremus Investment Management
Vermont
$39K – – –
PW
602
Price Wealth
Texas
$39K +$4.08K +150 +11%
FWM
603
Focused Wealth Management
New York
$37K +$109 +4 +0.3%
WCM
604
WealthBridge Capital Management
Ohio
$37K +$38K +1,400 New
VFA
605
Valeo Financial Advisors
Indiana
$36K -$84.8K -3,120 -70%
FRA
606
Front Row Advisors
California
$36K – – –
NCM
607
New Capital Management
Texas
$35K – – –
CAM
608
CenterStar Asset Management
Illinois
$34K – – –
WCM
609
Wealthcare Capital Management
Virginia
$34K – – –
RCG
610
Ruggie Capital Group
Florida
$34K +$7.66K +282 +28%
DWM
611
Doyle Wealth Management
Florida
$33K +$33.7K +1,240 New
ST
612
Smithfield Trust
Pennsylvania
$32K -$299K -11,000 -90%
IF
613
Ironwood Financial
Arizona
$32K – – –
MFW
614
Mosaic Family Wealth
Missouri
$32K – – –
NSIM
615
North Star Investment Management
Illinois
$32K – – –
VCM
616
Vigilant Capital Management
Maine
$32K – – –
APSP
617
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K – – –
HCM
618
Hilton Capital Management
New York
$31K +$31.6K +1,162 New
RWA
619
River Wealth Advisors
Pennsylvania
$30K – – –
AIM
620
Anchor Investment Management
South Carolina
$29.3K – – –
WAP
621
Wealthcare Advisory Partners
Pennsylvania
$29K – – –
BCI
622
Brinker Capital Investments
Pennsylvania
$29K +$272 +10 +0.9%
BWM
623
BerganKDV Wealth Management
Minnesota
$29K +$2.61K +96 +10%
FNBOSM
624
First National Bank of South Miami
Florida
$29K +$29.1K +1,070 New
FDCDDQ
625
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.2K – – –
23 24
25
26 27