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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
Bayesian Capital Management
New York
– -$583K -18,600 Closed
FIM
902
Freedom Investment Management
Connecticut
– -$575K -18,342 Closed
GFS
903
GYL Financial Synergies
Connecticut
– -$547K -17,456 Closed
BCP
904
Blue Chip Partners
Michigan
– -$488K -15,564 Closed
LOAMU
905
Lombard Odier Asset Management (USA)
New York
– -$485K -15,472 Closed
CCM
906
Cox Capital Management
Massachusetts
– -$485K -15,466 Closed
PPWP
907
Proquility Private Wealth Partners
Nevada
– -$462K -14,746 Closed
RWA
908
Ropes Wealth Advisors
Massachusetts
– -$362K -11,560 Closed
DIM
909
Delta Investment Management
California
– -$361K -11,522 Closed
TSS
910
Two Sigma Securities
New York
– -$333K -10,620 Closed
CWP
911
Capital Wealth Planning
Florida
– -$333K -10,584 Closed
SSG
912
Summit Securities Group
New York
– -$320K -10,200 Closed
WHRC
913
W.H. Reaves & Co
New Jersey
– -$308K -9,822 Closed
GI
914
Glovista Investments
New Jersey
– -$307K -9,800 Closed
WA
915
WESPAC Advisors
California
– -$302K -9,632 Closed
FAB
916
First American Bank
Illinois
– -$297K -9,476 Closed
KTA
917
Keeley-Teton Advisors
Illinois
– -$282K -8,994 Closed
IF
918
IRON Financial
Illinois
– -$266K -8,492 Closed
WANY
919
Wealthspire Advisors (New York)
New York
– -$259K -8,268 Closed
UF
920
Univest Financial
Pennsylvania
– -$249K -7,936 Closed
QCIG
921
Quad-Cities Investment Group
Iowa
– -$232K -7,400 Closed
DP
922
Dearborn Partners
Illinois
– -$224K -7,158 Closed
CNBTD
923
Citizens National Bank Trust Department
Mississippi
– -$216K -6,910 Closed
UFA
924
US Financial Advisors
Massachusetts
– -$216K -6,884 Closed
NCM
925
Narwhal Capital Management
Georgia
– -$215K -6,870 Closed
35 36
37
38 39