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
NEPWA
1226
New England Private Wealth Advisors
Massachusetts
$215K +$223K +5,041 New
BIAS
1227
Beacon Investment Advisory Services
New Jersey
$215K +$223K +5,030 New
SVWG
1228
Shared Vision Wealth Group
United States
$214K – – –
OA
1229
Operose Advisors
Wisconsin
$214K +$664 +15 +0.3%
GC
1230
Gruss & Co
Florida
$213K +$221K +5,000 New
BOPW
1231
Brandywine Oak Private Wealth
Pennsylvania
$213K +$221K +4,984 New
TM
1232
TigerOak Management
New Mexico
$212K +$220K +4,969 New
FBB
1233
Fulton Breakefield Broenniman
Maryland
$212K +$12.5K +282 +6%
ABLA
1234
Alan B. Lancz & Associates
Ohio
$211K -$33.2K -750 -13%
WDG
1235
Wealth Dimensions Group
Ohio
$211K – – –
CFA
1236
Churchill Financial Advisors
Kentucky
$210K +$218K +4,924 New
VFPW
1237
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K -$86.3K -1,948 -28%
RZH
1238
Relyea Zuckerberg Hanson
Connecticut
$210K +$1.59K +36 +0.7%
PFA
1239
Petra Financial Advisors
Colorado
$209K -$86.5K -1,954 -28%
GT
1240
GreatBanc Trust
Illinois
$209K +$4.43K +100 +2%
GLLW
1241
Graves Light Lenhart Wealth
Virginia
$208K – – –
CIG
1242
Cascade Investment Group
Colorado
$207K +$215K +4,858 New
LI
1243
LRI Investments
Florida
$207K – – –
SLC
1244
Second Line Capital
Louisiana
$206K -$16.7K -377 -7%
BFA
1245
Bill Few Associates
Pennsylvania
$206K +$1.55K +35 +0.7%
FMI
1246
F/M Investments
District of Columbia
$205K -$44.3K -1,000 -17%
BWM
1247
Buska Wealth Management
Wisconsin
$205K -$22.1K -499 -9%
BA
1248
Bluesphere Advisors
Pennsylvania
$204K +$1.77K +40 +0.8%
CAG
1249
Curtis Advisory Group
California
$204K – – –
MPIA
1250
Milestones Private Investment Advisors
New York
$204K – – –
48 49
50
51 52