We are live on ! Find out more
XLY icon

State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
551
Phillips Wealth Planners
Mississippi
$626K +$1.6K +18 +0.3%
PWM
552
Purus Wealth Management
California
$624K -$1.78K -20 -0.3%
WANY
553
Wealthspire Advisors (New York)
New York
$621K +$83.2K +936 +16%
EWA
554
Exencial Wealth Advisors
Oklahoma
$620K -$711 -8 -0.1%
FTA
555
Financial & Tax Architects
Missouri
$619K -$17.4K -196 -3%
CL
556
Choreo LLC
Illinois
$618K +$600K +6,750 New
AIM
557
Athena Investment Management
California
$611K – – –
GT
558
Greenleaf Trust
Michigan
$607K -$21.1K -238 -3%
EAM
559
Empirical Asset Management
Massachusetts
$604K -$369K -4,148 -39%
FFA
560
First Foundation Advisors
California
$600K – – –
SWMP
561
Signature Wealth Management Partners
New Jersey
$600K -$8.88K -100 -1%
TCM
562
Triumph Capital Management
Colorado
$599K +$583K +6,564 New
DP
563
Dearborn Partners
Illinois
$595K +$27.5K +310 +5%
SP
564
Sequent Planning
Nebraska
$589K +$37.7K +424 +7%
CGL
565
Clarius Group LLC
Washington
$581K – – –
SIS
566
Sound Income Strategies
Florida
$581K +$95.6K +1,076 +20%
PCG
567
Prosperity Consulting Group
Maryland
$578K – – –
JWBC
568
J.W. Burns & Co
New York
$578K -$25.8K -290 -4%
FIM
569
Fernwood Investment Management
Massachusetts
$577K – – –
SFA
570
Sequoia Financial Advisors
Ohio
$575K +$14.7K +166 +3%
FAM
571
Fenimore Asset Management
New York
$572K – – –
FUBT
572
First United Bank & Trust
Maryland
$570K -$34.6K -390 -6%
IA
573
Insight Advisors
Pennsylvania
$570K +$9.77K +110 +2%
KAS
574
KPP Advisory Services
Kentucky
$570K – – –
MCM
575
Mendel Capital Management
Arkansas
$567K +$39.8K +448 +8%
21 22
23
24 25