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
AL
1026
Aspiriant LLC
California
$234K +$215K +5,800 New
FMI
1027
F/M Investments
District of Columbia
$234K +$215K +5,800 New
CWM
1028
Concentrum Wealth Management
California
$234K +$215K +5,784 New
TPA
1029
Trivium Point Advisory
Connecticut
$232K +$220K +5,932 New
IC
1030
IEQ Capital
California
$232K -$13.9K -376 -6%
BDF
1031
Black Diamond Financial
Maryland
$231K -$11.1K -300 -5%
PWM
1032
PBMares Wealth Management
Virginia
$231K +$212K +5,722 New
PA
1033
Prism Advisors
California
$230K +$211K +5,694 New
SS
1034
Sunbelt Securities
Texas
$228K +$297 +8 +0.1%
RWM
1035
Ritholtz Wealth Management
New York
$227K +$208K +5,610 New
GWA
1036
GGM Wealth Advisors
Maryland
$225K -$45.3K -1,220 -18%
NAS
1037
NWF Advisory Services
California
$225K +$207K +5,572 New
TSMHT
1038
Thurston Springer Miller Herd & Titak
Indiana
$222K +$22.3K +600 +12%
PNAA
1039
Pictet North America Advisors
Switzerland
$222K +$204K +5,492 New
CWS
1040
Cypress Wealth Services
California
$220K +$203K +5,460 New
FPAS
1041
Focus Partners Advisor Solutions
Missouri
$220K +$202K +5,438 New
ANBT
1042
American National Bank & Trust
Texas
$218K – – –
WRM
1043
Weybosset Research & Management
Rhode Island
$218K +$200K +5,400 New
APF
1044
Alaska Permanent Fund
Alaska
$217K +$200K +5,378 New
ES
1045
Eagle Strategies
New York
$216K +$199K +5,358 New
SCM
1046
Sollinda Capital Management
Florida
$216K +$199K +5,356 New
PSF
1047
Pacific Sun Financial
California
$216K +$198K +5,342 New
NFSG
1048
Newbridge Financial Services Group
Florida
$215K +$83.5K +2,250 +73%
OLVIG
1049
Oliver Lagore Vanvalin Investment Group
Michigan
$215K -$131K -3,534 -40%
RT
1050
Rockland Trust
Massachusetts
$215K +$197K +5,312 New
40 41
42
43 44