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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1101
Wolverine Asset Management
Illinois
$14.1K -$816K -24,000 -98%
CIA
1102
Choate Investment Advisors
Massachusetts
$14.1K – – –
SN
1103
Sittner & Nelson
Oregon
$14.1K – – –
HCP
1104
Hexagon Capital Partners
Arkansas
$13.9K +$4.08K +120 +44%
SIS
1105
Sound Income Strategies
Florida
$13.1K – – –
BC
1106
Belmont Capital
California
$13K +$3.26K +96 +36%
YDMI
1107
Y.D. More Investments
Israel
$12.8K +$12.3K +362 New
MIM
1108
Macroview Investment Management
Maryland
$12.7K – – –
RDFA
1109
Ritter Daniher Financial Advisory
Ohio
$12.7K – – –
HI
1110
Hoey Investments
Pennsylvania
$12.4K +$68 +2 +0.6%
LWP
1111
Laurel Wealth Planning
Minnesota
$12.3K – – –
FSWA
1112
Financial Synergies Wealth Advisors
Texas
$12.1K – – –
PP
1113
PrairieView Partners
Minnesota
$12K – – –
FIM
1114
FWL Investment Management
Texas
$11.1K -$272 -8 -2%
DWMG
1115
DB Wealth Management Group
California
$11.1K – – –
WAS
1116
Winch Advisory Services
Wisconsin
$11K +$136 +4 +1%
CWAF
1117
Core Wealth Advisors (Florida)
Florida
$10.6K – – –
NOI
1118
Newton One Investments
Delaware
$10.2K -$9.72K -286 -50%
PO
1119
Private Ocean
California
$10K – – –
CLOS
1120
Compagnie Lombard Odier SCmA
Switzerland
$10K +$9.65K +284 New
RA
1121
Rise Advisors
New York
$9.83K +$68 +2 +0.7%
CWP
1122
Concord Wealth Partners
Virginia
$9.38K +$9.04K +266 New
LS
1123
Leelyn Smith
Illinois
$9.38K +$9.04K +266 New
CWC
1124
Carolinas Wealth Consulting
North Carolina
$9.02K +$68 +2 +0.8%
FMP
1125
Financial Management Professionals
Texas
$9K -$2.64M -77,706 -100%
43 44
45
46 47