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
BP
1026
Broadleaf Partners
Ohio
$316K – – –
GFG
1027
Goldstone Financial Group
Illinois
$315K +$306K +7,230 New
ACM
1028
Advance Capital Management
Michigan
$315K – – –
BOJHT
1029
Bank of Jackson Hole Trust
Wyoming
$314K -$22.8K -538 -7%
GT
1030
Greenleaf Trust
Michigan
$314K +$2.71K +64 +0.9%
BCP
1031
Blue Chip Partners
Michigan
$314K +$45.3K +1,070 +17%
PWAM
1032
Private Wealth Asset Management
Iowa
$312K -$30.5K -720 -9%
KTC
1033
Kentucky Trust Company
Kentucky
$312K – – –
BFG
1034
Beacon Financial Group
Texas
$312K -$7.11K -168 -2%
KCAM
1035
Kagan Cocozza Asset Management
New Jersey
$312K -$19.6K -464 -6%
NPAN
1036
Northeast Planning Associates NH
New Hampshire
$312K -$4.23K -100 -1%
YIA
1037
YHB Investment Advisors
Connecticut
$310K -$846 -20 -0.3%
NAM
1038
NTV Asset Management
West Virginia
$309K +$14.4K +340 +5%
BFA
1039
Beaumont Financial Advisors
Massachusetts
$307K – – –
AFA
1040
American Financial Advisors
Georgia
$307K -$5.92K -140 -2%
LSA
1041
L & S Advisors
California
$304K – – –
AMCA
1042
Arthur M. Cohen & Associates
Illinois
$304K – – –
NSIM
1043
North Star Investment Management
Illinois
$301K +$21.6K +510 +8%
BTI
1044
Blue Trust Inc
Georgia
$300K -$8.46K -200 -3%
AFAS
1045
Acorn Financial Advisory Services
Virginia
$300K +$254 +6 +0.1%
VFPW
1046
Vantage Financial Partners (Wisconsin)
Wisconsin
$299K +$1.27K +30 +0.4%
PFA
1047
Petra Financial Advisors
Colorado
$299K – – –
RFO
1048
RiverGlades Family Offices
Florida
$299K -$2.96K -70 -1%
AWM
1049
Aries Wealth Management
Maine
$299K – – –
GAM
1050
Gotham Asset Management
New York
$298K +$289K +6,826 New
40 41
42
43 44