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
WIM
1151
WealthPlan Investment Management
Nebraska
$303K +$297K +6,613 New
GGI
1152
Godsey & Gibb Inc
Virginia
$303K – – –
TM
1153
TigerOak Management
New Mexico
$303K +$73.2K +1,632 +33%
PWM
1154
Palumbo Wealth Management
New York
$301K +$224 +5 +0.1%
SAM
1155
Smartleaf Asset Management
Massachusetts
$300K +$189K +4,209 +182%
GA
1156
Goldstein Advisors
Wisconsin
$299K – – –
CWM
1157
Copia Wealth Management
Oregon
$298K +$121K +2,693 +71%
SDWMA
1158
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K – – –
TR
1159
Tepp RIA
New Jersey
$295K +$39.2K +873 +16%
AL
1160
Aspiriant LLC
California
$294K -$25.9K -577 -8%
TGAM
1161
TBH Global Asset Management
Tennessee
$293K +$286K +6,385 New
WOSD
1162
WFA of San Diego
California
$292K -$6.1K -136 -2%
IEFM
1163
IQ EQ Fund Management
Ireland
$291K +$284K +6,336 New
FFO
1164
Fortitude Family Office
Arizona
$291K – – –
DWG
1165
Darden Wealth Group
Michigan
$291K +$284K +6,332 New
AIA
1166
Ally Invest Advisors
North Carolina
$290K -$3.63K -81 -1%
BFIM
1167
Beese Fulmer Investment Management
Ohio
$288K +$90 +2 +0%
PP
1168
Pacifica Partners
Canada
$287K -$1.35K -30 -0.5%
CCMG
1169
Connecticut Capital Management Group
Connecticut
$287K – – –
BSA
1170
Braun Stacey Associates
New York
$287K – – –
HFS
1171
Hopwood Financial Services
Virginia
$286K +$90 +2 +0%
BW
1172
Balance Wealth
Ohio
$285K +$47.6K +1,060 +21%
BFA
1173
Bill Few Associates
Pennsylvania
$285K +$61.5K +1,371 +28%
SJIM
1174
St. Johns Investment Management
Florida
$284K +$1.79K +40 +0.7%
FWCM
1175
Ferguson Wellman Capital Management
Oregon
$284K +$4.4K +98 +2%
45 46
47
48 49