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State Street Consumer Discretionary Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
Fagan Associates
New York
$324K +$324K +5,374 New
MMG
527
Monetary Management Group
Missouri
$317K
CFA
528
Carroll Financial Associates
North Carolina
$316K +$16K +266 +5%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$314K +$189K +3,136 +152%
GTAM
530
Global Trust Asset Management
Florida
$306K +$306K +5,078 New
SCM
531
Southport Capital Management
Tennessee
$304K +$18.3K +304 +6%
Neuberger Berman Group
532
Neuberger Berman Group
New York
$301K -$29.8K -494 -9%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$298K -$11.3K -188 -4%
JWBC
534
J.W. Burns & Co
New York
$297K +$20.5K +340 +7%
UFF
535
USA Financial Formulas
Michigan
$296K -$98.5K -1,634 -25%
ERIM
536
Eagle Ridge Investment Management
Connecticut
$296K
PG
537
Patten Group
Tennessee
$293K -$19.8K -328 -6%
FIM
538
Frontier Investment Management
Texas
$289K +$56.7K +940 +24%
IAA
539
Independent Advisor Alliance
North Carolina
$289K +$287K +4,768 New
IC
540
Intersect Capital
California
$287K
SNT
541
Security National Trust
West Virginia
$285K
GM
542
GeoWealth Management
Illinois
$279K +$279K +4,622 New
AIM
543
Allen Investment Management
New York
$275K
PCM
544
Penserra Capital Management
California
$273K +$273K +4,524 New
JFA
545
JNBA Financial Advisors
Minnesota
$272K +$2.17K +36 +0.8%
HWA
546
Hillcrest Wealth Advisors
New Jersey
$270K
SCCM
547
Schafer Cullen Capital Management
New York
$270K +$269K +4,466 New
MMA
548
Miracle Mile Advisors
California
$270K +$270K +4,476 New
SFM
549
Stack Financial Management
Montana
$269K +$268K +4,454 New
CAL
550
Capital Analysts LLC
Pennsylvania
$268K +$19.9K +330 +8%