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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
901
Freedom Investment Management
Connecticut
– -$575K -18,342 Closed
GFS
902
GYL Financial Synergies
Connecticut
– -$547K -17,456 Closed
BCP
903
Blue Chip Partners
Michigan
– -$488K -15,564 Closed
LOAMU
904
Lombard Odier Asset Management (USA)
New York
– -$485K -15,472 Closed
CCM
905
Cox Capital Management
Massachusetts
– -$485K -15,466 Closed
PPWP
906
Proquility Private Wealth Partners
Nevada
– -$462K -14,746 Closed
RWA
907
Ropes Wealth Advisors
Massachusetts
– -$362K -11,560 Closed
DIM
908
Delta Investment Management
California
– -$361K -11,522 Closed
TSS
909
Two Sigma Securities
New York
– -$333K -10,620 Closed
CWP
910
Capital Wealth Planning
Florida
– -$333K -10,584 Closed
SSG
911
Summit Securities Group
New York
– -$320K -10,200 Closed
WHRC
912
W.H. Reaves & Co
New Jersey
– -$308K -9,822 Closed
GI
913
Glovista Investments
New Jersey
– -$307K -9,800 Closed
WA
914
WESPAC Advisors
California
– -$302K -9,632 Closed
FAB
915
First American Bank
Illinois
– -$297K -9,476 Closed
KTA
916
Keeley-Teton Advisors
Illinois
– -$282K -8,994 Closed
IF
917
IRON Financial
Illinois
– -$266K -8,492 Closed
WANY
918
Wealthspire Advisors (New York)
New York
– -$259K -8,268 Closed
UF
919
Univest Financial
Pennsylvania
– -$249K -7,936 Closed
QCIG
920
Quad-Cities Investment Group
Iowa
– -$232K -7,400 Closed
DP
921
Dearborn Partners
Illinois
– -$224K -7,158 Closed
CNBTD
922
Citizens National Bank Trust Department
Mississippi
– -$216K -6,910 Closed
UFA
923
US Financial Advisors
Massachusetts
– -$216K -6,884 Closed
NCM
924
Narwhal Capital Management
Georgia
– -$215K -6,870 Closed
GP
925
Girard Partners
Pennsylvania
– -$214K -6,850 Closed
35 36
37
38 39