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
TVM
801
True Vision MN
Minnesota
$597K +$579K +13,694 New
AF
802
Advisornet Financial
Minnesota
$597K -$77.3K -1,828 -12%
PSIWM
803
Paradigm Strategies in Wealth Management
Minnesota
$596K +$338 +8 +0.1%
RWM
804
Ritholtz Wealth Management
New York
$585K +$193K +4,554 +51%
TWA
805
Tandem Wealth Advisors
Arizona
$584K +$108K +2,552 +24%
B
806
Bailard
California
$583K – – –
FSA
807
Fort Sheridan Advisors
Illinois
$582K – – –
NFSG
808
Newbridge Financial Services Group
Florida
$581K -$60.8K -1,438 -10%
WCA
809
Westover Capital Advisors
Delaware
$576K – – –
AWM
810
Avaii Wealth Management
Wisconsin
$574K +$557K +13,174 New
AIP
811
ARS Investment Partners
New York
$574K +$78.9K +1,866 +17%
CFO
812
Colony Family Offices
North Carolina
$571K – – –
TWA
813
Talisman Wealth Advisors
New Jersey
$571K +$51.4K +1,216 +10%
FIM
814
Freedom Investment Management
Connecticut
$567K -$788K -18,630 -59%
RFN
815
Redwood Financial Network
Ohio
$566K +$8.12K +192 +2%
AG
816
AlTi Global
New York
$565K +$548K +12,950 New
MCM
817
Maple Capital Management
Vermont
$562K -$4.91K -116 -0.9%
SAW
818
Signal Advisors Wealth
Michigan
$558K -$7.36M -173,926 -93%
LK
819
Lumbard & Kellner
New Hampshire
$556K +$134K +3,170 +33%
CIM
820
Contravisory Investment Management
Massachusetts
$554K -$78.5K -1,856 -13%
PG
821
Patten Group
Tennessee
$552K +$34.3K +810 +7%
WPIC
822
White Pine Investment Company
Michigan
$547K +$39.8K +940 +8%
CTWM
823
Cherry Tree Wealth Management
Minnesota
$547K – – –
AF
824
Apollon Financial
South Carolina
$547K +$11.4K +270 +2%
TCMP
825
Thrive Capital Management (Pennsylvania)
Pennsylvania
$545K +$85 +2 +0%
31 32
33
34 35