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
WP
626
WealthSource Partners
California
$511K +$136K +4,030 +35%
FFA
627
Fairfield Financial Advisors
Massachusetts
$505K +$18.2K +540 +4%
BCA
628
Bay Colony Advisors
Massachusetts
$501K -$104K -3,086 -17%
JGUA
629
John G. Ullman & Associates
New York
$497K +$72.2K +2,144 +16%
AC
630
AlphaCore Capital
California
$496K +$509K +15,112 +25,187%
CCFM
631
Clear Creek Financial Management
Washington
$495K -$39.3K -1,166 -7%
KFGK
632
Keystone Financial Group (Kentucky)
Kentucky
$487K +$502K +14,898 New
WT
633
Whittier Trust
California
$483K +$13.3K +396 +3%
NSG
634
Nalls Sherbakoff Group
Tennessee
$482K – – –
CIA
635
Cladis Investment Advisory
Montana
$480K +$135 +4 +0%
SSWM
636
Strait & Sound Wealth Management
California
$478K +$229K +6,816 +87%
RHP
637
Royal Harbor Partners
Texas
$476K -$12.5K -370 -2%
EIA
638
Eldridge Investment Advisors
New Hampshire
$474K – – –
AFO
639
Allie Family Office
Florida
$472K +$9.76K +290 +2%
SFA
640
Sequoia Financial Advisors
Ohio
$471K -$71.8K -2,134 -13%
BFG
641
Berger Financial Group
Minnesota
$470K +$11.9K +354 +3%
KC
642
Kades & Cheifetz
Pennsylvania
$468K -$4.24K -126 -0.9%
EWM
643
Endurance Wealth Management
Rhode Island
$467K -$36.4K -1,080 -7%
WIM
644
Westside Investment Management
California
$466K – – –
JIP
645
Jaffetilchin Investment Partners
Florida
$466K +$21.1K +628 +5%
TA
646
TrueWealth Advisors
Alabama
$462K -$17.9K -532 -4%
MTC
647
McDaniel Terry & Co
Texas
$462K +$140K +4,158 +42%
JHCP
648
Jackson Hole Capital Partners
Oklahoma
$460K -$29.1K -864 -6%
MWPCG
649
Measured Wealth Private Client Group
New Hampshire
$457K -$136K -4,050 -22%
EL
650
Essex LLC
Illinois
$454K -$40.1K -1,192 -8%
24 25
26
27 28