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
801
Precedent Wealth Partners
Texas
$406K – – –
DWS
802
Dynamic Wealth Strategies
California
$405K +$3K +28 +0.8%
SPWM
803
Spartan Planning & Wealth Management
North Carolina
$405K +$386K +3,612 New
PI
804
PFG Investments
New York
$403K +$39.1K +366 +11%
SDAM
805
Shulman DeMeo Asset Management
New York
$403K +$11.6K +108 +3%
MW
806
Maia Wealth
Colorado
$401K +$371K +3,470 New
PWG
807
Private Wealth Group
Florida
$399K – – –
BBHC
808
Brown Brothers Harriman & Co
New York
$399K – – –
VWM
809
Valley Wealth Managers
New Jersey
$399K +$16K +150 +4%
TWA
810
Talisman Wealth Advisors
New Jersey
$398K -$24K -224 -6%
TPW
811
Tiller Private Wealth
Pennsylvania
$398K +$29.9K +280 +9%
NP
812
NorthRock Partners
Minnesota
$398K – – –
AGP
813
Autumn Glory Partners
Texas
$398K – – –
WG
814
Winton Group
United Kingdom
$397K +$379K +3,542 New
OFS
815
OneAscent Financial Services
Alabama
$397K +$379K +3,540 New
PCM
816
Parsons Capital Management
Rhode Island
$396K +$16.5K +154 +5%
HCM
817
Howland Capital Management
Massachusetts
$394K -$1.07K -10 -0.3%
AWP
818
Astra Wealth Partners
New Jersey
$394K +$376K +3,512 New
BRG
819
Bay Rivers Group
Virginia
$393K – – –
LWMT
820
Legacy Wealth Management (Tennessee)
Tennessee
$390K -$32.5K -304 -8%
IBOK
821
Independence Bank of Kentucky
Kentucky
$385K +$27K +252 +8%
PWP
822
Private Wealth Partners
California
$384K – – –
EWM
823
Empirical Wealth Management
Washington
$383K -$15.4K -144 -4%
SSWG
824
Seven Springs Wealth Group
Tennessee
$383K – – –
TFS
825
Thoroughbred Financial Services
Tennessee
$383K +$428 +4 +0.1%
31 32
33
34 35