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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1001
P.J. Schmidt Investment Management (PJS)
Wisconsin
$449K +$42.1K +938 +11%
HWP
1002
Highline Wealth Partners
California
$449K +$7.76K +173 +2%
FT
1003
Fiduciary Trust
Massachusetts
$445K – – –
SFM
1004
Signet Financial Management
New Jersey
$442K +$38K +846 +10%
KA
1005
Kercheville Advisors
Texas
$441K -$153K -3,401 -26%
SAM
1006
Sequent Asset Management
Texas
$440K -$44.9K -1,000 -9%
DWS
1007
Discipline Wealth Solutions
South Carolina
$436K +$39.6K +883 +10%
TWP
1008
Triad Wealth Partners
Kansas
$436K +$88.9K +1,982 +26%
MMPW
1009
Mitchell McLeod Pugh & Williams
Alabama
$436K +$45 +1 +0%
JWA
1010
JFS Wealth Advisors
Pennsylvania
$435K -$3.14K -70 -0.7%
IP
1011
Interval Partners
New York
$433K +$423K +9,428 New
PW
1012
PUREfi Wealth
Massachusetts
$431K +$135K +3,000 +47%
QPWM
1013
Quadrant Private Wealth Management
Pennsylvania
$431K +$33K +736 +9%
PAI
1014
Pittenger & Anderson Inc
Nebraska
$430K -$31K -690 -7%
LWM
1015
Lodestone Wealth Management
Washington
$429K +$23.3K +519 +6%
M
1016
MYeCFO
California
$426K – – –
IGGA
1017
Iron Gate Global Advisors
Utah
$425K -$14.6K -326 -3%
AMG
1018
APS Management Group
California
$425K -$942 -21 -0.2%
AT
1019
American Trust
Kentucky
$424K -$39.8K -887 -9%
CIM
1020
Contravisory Investment Management
Massachusetts
$423K -$243K -5,426 -37%
CWM
1021
Connecticut Wealth Management
Connecticut
$422K +$19.7K +438 +5%
CA
1022
Clearstead Advisors
Ohio
$420K +$22K +490 +6%
UOTTAIMCU
1023
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$418K -$64K -1,427 -14%
RFA
1024
Resurgent Financial Advisors
Georgia
$417K +$407K +9,080 New
DI
1025
Diligent Investors
California
$416K -$22.3K -498 -5%
39 40
41
42 43