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State Street SPDR S&P Software & Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$92.1M +$26M +142,277 +33%
LPL Financial
2
LPL Financial
California
$22.8M +$1.75M +9,571 +7%
Morgan Stanley
3
Morgan Stanley
New York
$15.6M -$1.71M -9,351 -9%
KWM
4
Kingsview Wealth Management
Oregon
$10.9M +$1.45M +7,933 +13%
MIG
5
McGuire Investment Group
Rhode Island
$10.6M +$40.3K +221 +0.3%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$8.71M +$9.95M +54,506 New
UBS Group
7
UBS Group
Switzerland
$6.77M +$801K +4,392 +12%
Ameriprise
8
Ameriprise
Minnesota
$6.14M +$5.83M +31,961 +482%
BlackRock
9
BlackRock
New York
$4.83M +$665K +3,645 +14%
Wells Fargo
10
Wells Fargo
California
$4.53M +$226K +1,236 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$4.29M +$48K +263 +1%
IC
12
IEQ Capital
California
$3.36M +$48.7K +267 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.33M -$376K -2,059 -9%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.3M +$371K +2,032 +11%
Stifel Financial
15
Stifel Financial
Missouri
$3.25M -$757K -4,148 -17%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$3.2M +$1.82M +10,000 +100%
NFC
17
Northeast Financial Consultants
Connecticut
$3.05M -$134K -734 -4%
BAAM
18
Baker Avenue Asset Management
California
$3.01M +$3.43M +18,800 New
FTS
19
Fifth Third Securities
Ohio
$2.6M +$179K +982 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.2M -$4.56K -25 -0.2%
Goldman Sachs
21
Goldman Sachs
New York
$1.65M +$54K +296 +3%
DQRIM
22
Dale Q Rice Investment Management
Washington
$1.52M +$142K +778 +9%
MFG
23
Merit Financial Group
Georgia
$1.43M -$260K -1,423 -14%
FPCP
24
Fort Point Capital Partners
California
$1.37M +$2.74K +15 +0.2%
NFSG
25
Newbridge Financial Services Group
Florida
$1.27M +$46.9K +257 +3%