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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
801
Strategic Advisors
New York
$530K -$125K -3,366 -20%
GC
802
Gruss & Co
Florida
$525K +$482K +13,000 New
NRI
803
NFP Retirement Inc
California
$524K +$481K +12,962 New
SIA
804
Soltis Investment Advisors
Utah
$519K -$105K -2,840 -18%
KFS
805
Kaizen Financial Strategies
California
$512K +$470K +12,680 New
CIC
806
Cutler Investment Counsel
Oregon
$510K -$14.8K -400 -3%
ST
807
Sageworth Trust
Pennsylvania
$508K -$6.23K -168 -1%
FCBT
808
First Citizens Bank & Trust
North Carolina
$507K +$77.9K +2,100 +20%
RPCONE
809
Retirement Planning Company of New England
Rhode Island
$499K +$371 +10 +0.1%
IF
810
Intrua Financial
Texas
$499K -$1.43M -38,522 -76%
GC
811
Grimes & Company
Massachusetts
$493K +$24.7K +666 +6%
WANY
812
Wealthspire Advisors (New York)
New York
$491K +$35.1K +946 +8%
ARMT
813
Amica Retiree Medical Trust
Rhode Island
$491K +$451K +12,166 New
RA
814
Rockingstone Advisors
Massachusetts
$490K -$122K -3,280 -21%
KWS
815
Keystone Wealth Services
California
$486K +$447K +12,042 New
P
816
Pitcairn
Pennsylvania
$485K +$445K +12,000 New
UFF
817
USA Financial Formulas
Michigan
$482K -$23.2K -626 -5%
BIA
818
Barry Investment Advisors
Massachusetts
$482K -$266K -7,172 -38%
HAM
819
Harmony Asset Management
Arizona
$481K +$39.4K +1,062 +10%
HWM
820
HB Wealth Management
Georgia
$475K +$46.9K +1,264 +12%
CFO
821
Colony Family Offices
North Carolina
$475K – – –
CRI
822
Colonial River Investments
Virginia
$474K -$54.8K -1,478 -11%
IUHSA
823
Itau Unibanco Holding S.A.
Brazil
$470K +$431K +11,628 New
EMAM
824
Encompass More Asset Management
California
$468K -$8.46K -228 -2%
WFA
825
WMG Financial Advisors
Tennessee
$467K +$135K +3,638 +46%
31 32
33
34 35