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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
501
Blue Fin Capital
Rhode Island
$510K +$54.2K +1,500 +12%
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$508K – – –
GRP
503
Global Retirement Partners
California
$506K +$486K +13,448 New
SPIA
504
Steward Partners Investment Advisory
New York
$505K +$485K +13,410 New
SFSIG
505
San Francisco Sentry Investment Group
California
$500K +$480K +13,280 New
PCP
506
Proficio Capital Partners
Massachusetts
$497K – – –
PAG
507
Private Advisory Group
Washington
$490K +$471K +13,014 New
CCM
508
Condor Capital Management
New Jersey
$489K +$107K +2,960 +30%
BC
509
Bartlett & Co
Ohio
$488K – – –
GG
510
Gofen & Glossberg
Illinois
$488K – – –
WSCM
511
Wellington Shields Capital Management
New York
$482K +$246K +6,792 +113%
WB
512
WesBanco Bank
West Virginia
$472K +$116K +3,214 +34%
CCG
513
Cypress Capital Group
Florida
$472K +$453K +12,520 New
JWBC
514
J.W. Burns & Co
New York
$471K +$453K +12,514 New
AIA
515
Allegis Investment Advisors
Idaho
$467K +$126K +3,484 +39%
AWE
516
Avidian Wealth Enterprises
Texas
$465K -$8.46K -234 -2%
AWM
517
Altavista Wealth Management
North Carolina
$461K +$3.62K +100 +0.8%
TCM
518
Telos Capital Management
California
$459K +$27.4K +758 +7%
WP
519
WealthSource Partners
California
$458K +$108K +2,978 +32%
WT
520
Whittier Trust
California
$453K +$125K +3,454 +40%
AL
521
Aspiriant LLC
California
$444K – – –
AR
522
Advisory Research
Illinois
$443K – – –
SPWA
523
SteelBridge Private Wealth Advisors
Florida
$440K +$436K +12,060 New
BSW
524
Buckingham Strategic Wealth
Missouri
$430K +$23.8K +658 +6%
CWM
525
Concentric Wealth Management
California
$427K +$410K +11,350 New
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