XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
501
Integrated Advisors Network
Texas
$3.87M -$3.57M -66,554 -51%
SC
502
Solstein Capital
California
$3.86M +$2.26M +42,118 +201%
CWG
503
Cornerstone Wealth Group
North Carolina
$3.85M +$3.7M +68,887 New
CAC
504
Certified Advisory Corp
Florida
$3.81M -$19.4K -361 -0.6%
GP
505
Greenline Partners
New York
$3.79M -$48K -894 -1%
AAM
506
Ameraudi Asset Management
New York
$3.77M +$168K +3,126 +5%
IAS
507
Insigneo Advisory Services
Florida
$3.71M -$1.39M -25,848 -30%
CCFM
508
Clear Creek Financial Management
Washington
$3.71M +$2.77M +51,649 +582%
SWP
509
Summit Wealth Partners
Florida
$3.67M +$2.84M +52,902 +755%
SC
510
Savant Capital
Illinois
$3.67M -$678K -12,648 -17%
VA
511
Valor Advisors
Florida
$3.66M – – –
HA
512
Herold Advisors
New York
$3.65M -$131K -2,442 -4%
KIA
513
Knollwood Investment Advisory
Maryland
$3.64M – – –
JIC
514
Joel Isaacson & Co
New York
$3.64M +$25.6K +478 +0.8%
BBVA
515
Banco Bilbao Vizcaya Argentaria
Spain
$3.63M -$5.61M -104,667 -62%
AIM
516
Aspen Investment Management
Michigan
$3.63M -$138K -2,568 -4%
VAS
517
Valicenti Advisory Services
New York
$3.63M -$740K -13,796 -19%
WPW
518
Waldron Private Wealth
Pennsylvania
$3.61M -$2.68K -50 -0.1%
WIM
519
Westside Investment Management
California
$3.6M +$157K +2,936 +5%
SAMC
520
Spectrum Asset Management (California)
California
$3.59M +$153K +2,850 +5%
NWWA
521
New Wave Wealth Advisors
Arkansas
$3.59M +$3.14M +58,566 New
BWP
522
Balboa Wealth Partners
Arizona
$3.58M +$144K +2,690 +5%
BWM
523
BigSur Wealth Management
Florida
$3.56M -$644K -12,000 -17%
CGH
524
CMG Global Holdings
Texas
$3.55M -$3K -56 -0.1%
QAM
525
Q3 Asset Management
Michigan
$3.54M +$3.1M +57,784 New
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