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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
801
HB Wealth Management
Georgia
$357K +$360K +10,488 New
XT
802
XTX Topco
Cayman Islands
$356K +$359K +10,460 New
FCBT
803
First Citizens Bank & Trust
North Carolina
$356K – – –
ST
804
Spinnaker Trust
Maine
$351K – – –
FA
805
Faithward Advisors
Pennsylvania
$351K -$11.7K -342 -3%
HWAM
806
Hennion & Walsh Asset Management
New Jersey
$345K – – –
TWA
807
Talisman Wealth Advisors
New Jersey
$345K +$21.7K +632 +7%
BAM
808
Belpointe Asset Management
Nevada
$343K -$117K -3,408 -25%
CSIC
809
Clifford Swan Investment Counsel
California
$342K – – –
GCM
810
Glaxis Capital Management
Florida
$341K +$343K +10,000 New
OIS
811
Okabena Investment Services
Minnesota
$340K – – –
PA
812
Pinnacle Associates
New York
$340K +$23.4K +680 +7%
PFA
813
Pettinga Financial Advisors
Indiana
$340K -$1.03M -30,100 -75%
PMG
814
ProVise Management Group
Florida
$339K -$16.8K -490 -5%
PG
815
Patten Group
Tennessee
$338K -$6.8K -198 -2%
GP
816
Girard Partners
Pennsylvania
$337K -$53.2K -1,548 -14%
H
817
HoyleCohen
California
$336K -$8.79K -256 -3%
CL
818
Choreo LLC
Illinois
$335K +$340K +9,906 New
MW
819
Marcum Wealth
Ohio
$335K -$64.8K -1,886 -16%
ATFA
820
All Terrain Financial Advisors
Minnesota
$334K -$2.75K -80 -0.8%
CFGS
821
Concourse Financial Group Securities
Alabama
$334K -$39.2K -1,142 -10%
AFA
822
American Financial Advisors
Georgia
$334K -$43.1K -1,254 -11%
SOAMC
823
Spirit of America Management Corp
New York
$332K +$334K +9,736 New
CC
824
Constitution Capital
Connecticut
$331K +$8.72K +254 +3%
ISL
825
Ingalls & Snyder LLC
New York
$331K -$15.2K -444 -4%
31 32
33
34 35