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
HAFG
901
Hansen & Associates Financial Group
California
$543K +$175K +3,948 +47%
EWA
902
Exit Wealth Advisors
Georgia
$542K +$115K +2,600 +26%
JC
903
JB Capital
Connecticut
$540K +$35.8K +809 +7%
SAS
904
Stelac Advisory Services
New York
$537K +$371K +8,370 +199%
CTWM
905
Cherry Tree Wealth Management
Minnesota
$535K – – –
KWM
906
Keebeck Wealth Management
Illinois
$533K – – –
PD
907
Planning Directions
Pennsylvania
$532K +$38.5K +870 +8%
LOWM
908
Laurel Oak Wealth Management
New Jersey
$529K +$549K +12,400 New
CCAM
909
Cascades Capital Asset Management
North Carolina
$525K +$215K +4,850 +65%
JC
910
JM2 Capital
Oklahoma
$524K +$543K +12,271 New
VAG
911
VisionPoint Advisory Group
Texas
$523K +$202K +4,552 +59%
CIC
912
Cutler Investment Counsel
Oregon
$522K – – –
CCA
913
Childress Capital Advisors
Texas
$520K +$539K +12,174 New
SA
914
Sovran Advisors
California
$517K -$236K -5,326 -31%
SWP
915
Summit Wealth Partners
Florida
$516K +$35.9K +810 +7%
CPL
916
CAP Partners LLC
Tennessee
$516K +$5.98K +135 +1%
JCM
917
J2 Capital Management
Michigan
$513K -$1.2K -27 -0.2%
LCWP
918
Legacy Capital Wealth Partners
Arkansas
$511K +$63.5K +1,434 +14%
AA
919
Acorns Advisers
California
$509K +$117K +2,641 +28%
SA
920
Strategic Advisors
New York
$508K +$63.9K +1,442 +14%
AWP
921
Axis Wealth Partners
Rhode Island
$508K +$221 +5 +0%
VA
922
Vident Advisory
Georgia
$505K +$15.9K +359 +3%
ATC
923
Argent Trust Co
Tennessee
$505K -$26.6K -600 -5%
ASCM
924
Adkins Seale Capital Management
Louisiana
$504K +$523K +11,800 New
DIA
925
Dana Investment Advisors
Wisconsin
$503K +$33.1K +748 +7%
35 36
37
38 39