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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
626
Alpha Cubed Investments
California
$225K +$4.48K +140 +2%
3AM
627
3D Asset Management
Connecticut
$225K +$259K +8,108 New
BO
628
BRR OpCo
Ohio
$224K -$92K -2,876 -26%
ISL
629
Ingalls & Snyder LLC
New York
$222K -$1.02K -32 -0.4%
CTA
630
Chesley Taft & Associates
Illinois
$222K – – –
RICHC
631
Renaissance Investment Consultants Holding Company
Pennsylvania
$222K +$257K +8,024 New
MTC
632
McDaniel Terry & Co
Texas
$219K – – –
APW
633
Aurora Private Wealth
New Jersey
$218K +$251K +7,862 New
SJIM
634
St. Johns Investment Management
Florida
$216K -$9.79K -306 -4%
CC
635
Chanos & Company
New York
$215K -$150K -4,698 -38%
HB
636
Horizon Bancorp
Indiana
$211K -$51.4K -1,608 -17%
JGUA
637
John G. Ullman & Associates
New York
$211K -$51.2K -1,600 -17%
GG
638
Gofen & Glossberg
Illinois
$211K -$15K -468 -6%
BP
639
Ballentine Partners
Massachusetts
$211K – – –
ZIG
640
Zuckerman Investment Group
Illinois
$211K +$243K +7,600 New
DP
641
Dearborn Partners
Illinois
$208K -$2.69K -84 -1%
WAM
642
Wealthspire Advisors (Maryland)
Maryland
$206K +$21.6K +674 +10%
WANY
643
Wealthspire Advisors (New York)
New York
$206K +$238K +7,452 New
SSWM
644
Sheets Smith Wealth Management
North Carolina
$205K – – –
CGA
645
Crescent Grove Advisors
Illinois
$205K +$236K +7,384 New
CG
646
Colony Group
Massachusetts
$202K -$329K -10,288 -58%
RIA
647
Realta Investment Advisors
Delaware
$202K +$11.7K +366 +5%
PB
648
Pinnacle Bancorp
Nebraska
$199K – – –
BA
649
Ballast Advisors
Minnesota
$191K – – –
1W
650
1776 Wealth
Georgia
$169K +$104K +3,240 +130%
24 25
26
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