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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
501
Lincoln National Corp
Pennsylvania
$681K +$1.33K +16 +0.2%
VBFG
502
Vishria Bird Financial Group
Tennessee
$677K – – –
VIM
503
Vista Investment Management
Pennsylvania
$673K – – –
CWM
504
Calamos Wealth Management
Illinois
$670K +$663K +7,968 New
AP
505
Advisor Partners
California
$659K -$85.2K -1,024 -12%
GT
506
Greenleaf Trust
Michigan
$656K -$221K -2,656 -25%
PWW
507
Pettyjohn Wood & White
Virginia
$650K +$643K +7,730 New
SCM
508
Southport Capital Management
Tennessee
$649K -$24.5K -294 -4%
BWM
509
Birchcreek Wealth Management
Ohio
$644K -$44.4K -534 -7%
HIA
510
Harbor Investment Advisory
Maryland
$642K +$174K +2,088 +38%
CL
511
CPWM LLC
Washington
$639K -$68.5K -824 -10%
FTS
512
Fifth Third Securities
Ohio
$636K +$233K +2,800 +59%
IIM
513
InTrack Investment Management
Vermont
$633K +$146K +1,758 +30%
AF
514
Advisornet Financial
Minnesota
$632K -$76.7K -922 -11%
OPW
515
Oxler Private Wealth
New York
$632K -$3.33K -40 -0.5%
ISL
516
Ingalls & Snyder LLC
New York
$631K +$34.1K +410 +6%
TI
517
Trexquant Investment
Connecticut
$628K +$168K +2,016 +37%
KPCM
518
Kings Point Capital Management
New York
$626K +$37.6K +452 +6%
FFA
519
First Foundation Advisors
California
$620K – – –
FA
520
FMA Advisory
Pennsylvania
$620K +$2.83K +34 +0.5%
FHC
521
First Heartland Consultants
Missouri
$616K -$107K -1,284 -15%
IA
522
Insight Advisors
Pennsylvania
$598K +$206K +2,472 +59%
TFGT
523
TS Financial Group (TSFG)
Illinois
$596K -$46.1K -554 -7%
NCM
524
Novare Capital Management
North Carolina
$584K -$6.94M -83,374 -92%
SCA
525
Sage Capital Advisors
South Dakota
$579K – – –
19 20
21
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