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
DI
726
Disciplined Investments
Oklahoma
$43K +$14.4K +450 +41%
EW
727
Evoke Wealth
California
$41.6K +$48K +1,500 New
HDIM
728
Hanson & Doremus Investment Management
Vermont
$41K – – –
TF
729
Tompkins Financial
New York
$41K – – –
SQA
730
Simon Quick Advisors
New Jersey
$41K +$448 +14 +0.9%
LWM
731
Lenox Wealth Management
Ohio
$40K -$56.5K -1,768 -55%
FMII
732
Farmers & Merchants Investments Inc
Nebraska
$40K -$22.1K -692 -32%
AP
733
Advisors Preferred
Maryland
$38K -$394K -12,330 -90%
S
734
SignatureFD
Georgia
$38K +$15.6K +488 +54%
NCM
735
New Capital Management
Texas
$37K – – –
SFSG
736
Stearns Financial Services Group
North Carolina
$36K +$41.6K +1,300 New
CFFP
737
Center for Financial Planning
Michigan
$36K +$41.8K +1,306 New
WCM
738
Wealthcare Capital Management
Virginia
$35K – – –
TFS
739
TrustCore Financial Services
Tennessee
$34K +$16K +500 +68%
GWMIA
740
Global Wealth Management Investment Advisory
Florida
$34K +$18.4K +574 +88%
AA
741
Advisory Alpha
Michigan
$33.4K -$363K -11,358 -91%
BFO
742
Biltmore Family Office
North Carolina
$33K -$189K -5,912 -83%
ST
743
Smithfield Trust
Pennsylvania
$33K – – –
SCA
744
Stonebridge Capital Advisors
Minnesota
$33K +$5.12K +160 +15%
IA
745
Independence Advisors
Pennsylvania
$32K -$20.3K -634 -35%
AA
746
Ancora Advisors
Ohio
$31K -$2.07M -64,862 -98%
HFA
747
HC Financial Advisors
California
$31K +$35.6K +1,112 New
BWM
748
BerganKDV Wealth Management
Minnesota
$30K – – –
FNBOSM
749
First National Bank of South Miami
Florida
$30K – – –
RAM
750
Riggs Asset Management
Pennsylvania
$30K – – –
28 29
30
31 32