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
SA
776
Sovran Advisors
California
$547K +$573K +14,448 New
VWM
777
Vigilare Wealth Management
Arizona
$545K -$64.2K -1,618 -10%
HGERS
778
Householder Group Estate & Retirement Specialist
Arizona
$542K -$57.2K -1,442 -9%
KIG
779
Kessler Investment Group
Indiana
$541K +$15.1K +380 +3%
BOM
780
Bank of Marin
California
$539K +$1.91K +48 +0.3%
SYBT
781
Stock Yards Bank & Trust
Kentucky
$537K -$57.5K -1,450 -9%
JGUA
782
John G. Ullman & Associates
New York
$534K -$7.94K -200 -1%
NRI
783
NFP Retirement Inc
California
$532K +$43.6K +1,098 +8%
CIM
784
Contravisory Investment Management
Massachusetts
$531K +$387K +9,750 +227%
CLOS
785
Compagnie Lombard Odier SCmA
Switzerland
$530K – – –
OC
786
Oakworth Capital
Alabama
$529K -$8.41K -212 -1%
FSA
787
Fort Sheridan Advisors
Illinois
$528K – – –
MAS
788
Madden Advisory Services
Florida
$528K -$1.03K -26 -0.2%
HAM
789
Harmony Asset Management
Arizona
$528K +$80.6K +2,032 +17%
LC
790
Luminist Capital
Michigan
$527K +$553K +13,936 New
PSIWM
791
Paradigm Strategies in Wealth Management
Minnesota
$525K -$4.76K -120 -0.9%
EWM
792
Empirical Wealth Management
Washington
$523K +$548K +13,808 New
SFC
793
Strategic Financial Concepts
Texas
$522K +$163K +4,098 +42%
EAM
794
Evanson Asset Management
California
$519K +$3.33K +84 +0.6%
KW
795
KWB Wealth
California
$519K +$510K +12,844 New
BCP
796
Berkeley Capital Partners
Georgia
$518K +$3.25K +82 +0.6%
CAMG
797
CWA Asset Management Group
Florida
$508K +$533K +13,422 New
FDCDDQ
798
Federation des caisses Desjardins du Quebec
Quebec, Canada
$504K +$140K +3,516 +36%
JSAM
799
J. Safra Asset Management
New York
$503K -$39.1M -986,574 -99%
CTWM
800
Cherry Tree Wealth Management
Minnesota
$502K – – –
30 31
32
33 34