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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1026
Per Stirling Capital Management
Texas
$395K -$1.33M -29,414 -77%
TWP
1027
Triad Wealth Partners
Kansas
$394K -$28.2K -622 -7%
MAM
1028
Milestone Asset Management
Pennsylvania
$391K +$22.2K +491 +6%
WG
1029
Warner Group
Connecticut
$391K +$391K +8,624 New
HWA
1030
Heritage Wealth Advisors
Virginia
$391K +$10K +221 +3%
UOTTAIMCU
1031
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$390K -$22.6K -500 -5%
IGGA
1032
Iron Gate Global Advisors
Utah
$390K -$30.2K -666 -7%
SAI
1033
Savvy Advisors Inc
New York
$390K -$84.7K -1,871 -18%
SP
1034
Successful Portfolios
Florida
$390K
CWM
1035
Connecticut Wealth Management
Connecticut
$390K -$27.3K -603 -7%
IP
1036
Indivisible Partners
Florida
$390K +$61.5K +1,357 +19%
SP
1037
Sequent Planning
Nebraska
$386K +$30.8K +681 +9%
HGA
1038
Hobbs Group Advisors
South Carolina
$386K +$725 +16 +0.2%
TR
1039
Tepp RIA
New Jersey
$386K +$94.5K +2,087 +33%
VA
1040
Vident Advisory
Georgia
$386K +$2.4K +53 +0.6%
JFG
1041
Juno Financial Group
Virginia
$385K +$2.04K +45 +0.5%
Capstone Investment Advisors
1042
Capstone Investment Advisors
New York
$385K -$326K -7,187 -46%
CA
1043
Cornerstone Advisory
Maryland
$384K -$26.5K -586 -6%
VFP
1044
Vilga Financial Planning
New Jersey
$383K +$7.11K +157 +2%
TWM
1045
Tolleson Wealth Management
Texas
$382K
WTC
1046
WhitTier Trust Company
Nevada
$378K
AWM
1047
Avaii Wealth Management
Wisconsin
$378K -$237K -5,229 -39%
CIM
1048
Contravisory Investment Management
Massachusetts
$377K -$40.8K -900 -10%
JIR
1049
James Investment Research
Ohio
$377K
NPT
1050
National Philanthropic Trust
Pennsylvania
$375K +$375K +8,269 New