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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
876
Northbridge Financial Group
Florida
$302K -$4.67K -40 -1%
LA
877
Latitude Advisors
Florida
$302K -$20.6K -176 -6%
CSC
878
Caldwell Sutter Capital
California
$302K – – –
SL
879
SWMG LLC
Texas
$302K -$47.5K -406 -13%
EPW
880
Endeavor Private Wealth
Kansas
$302K -$71.4K -611 -18%
FVWA
881
Foster Victor Wealth Advisors
South Carolina
$302K – – –
TC
882
Truvestments Capital
Florida
$298K +$467 +4 +0.1%
OFO
883
OneAscent Family Office
Alabama
$298K -$12K -103 -4%
HWM
884
Horizon Wealth Management
Illinois
$298K – – –
IC
885
Inscription Capital
Texas
$297K +$234 +2 +0.1%
GEA
886
Glen Eagle Advisors
New Jersey
$295K +$1.17K +10 +0.4%
SC
887
SouthState Corp
Florida
$294K +$52.5K +449 +20%
DDC
888
DF Dent & Co
Maryland
$291K – – –
PWMA
889
Pension & Wealth Management Advisors
Massachusetts
$291K – – –
AIM
890
Axiom Investment Management
New York
$291K +$312K +2,669 New
KFGK
891
Keystone Financial Group (Kentucky)
Kentucky
$290K -$77.1K -660 -20%
MWA
892
Midland Wealth Advisors
Illinois
$289K – – –
MHC
893
May Hill Capital
Massachusetts
$289K – – –
TFGT
894
TS Financial Group (TSFG)
Illinois
$288K -$32.5K -278 -10%
LIA
895
LBMC Investment Advisors
Tennessee
$287K – – –
IF
896
Ironwood Financial
Arizona
$287K -$584 -5 -0.2%
BP
897
Broadleaf Partners
Ohio
$287K – – –
TGAM
898
TBH Global Asset Management
Tennessee
$287K -$2.01M -17,201 -87%
JSW
899
Journey Strategic Wealth
New Jersey
$286K -$40.9K -350 -12%
PS
900
Principal Securities
Iowa
$286K -$60K -513 -16%
34 35
36
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