We are live on ! Find out more
XLE icon

State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDG
601
Financial Discovery Group
Georgia
$2.88M +$2.53M +47,093 New
PWA
602
Principia Wealth Advisory
Texas
$2.88M +$585K +10,900 +30%
PWM
603
Pines Wealth Management
North Carolina
$2.87M -$62.2K -1,160 -2%
CWMGP
604
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.86M +$2.5M +46,656 New
AWM
605
Activest Wealth Management
Florida
$2.86M +$431K +8,029 +21%
TTWM
606
TCV Trust & Wealth Management
Virginia
$2.85M -$4.72K -88 -0.2%
IWA
607
IBEX Wealth Advisors
New Jersey
$2.85M +$12.6K +234 +0.5%
AO
608
Advisor OS
Illinois
$2.85M +$2.49M +46,478 New
GSIS
609
Global Strategic Investment Solutions
Arizona
$2.84M +$3.11K +58 +0.1%
JWBC
610
J.W. Burns & Co
New York
$2.83M +$89.6K +1,670 +4%
PIP
611
Philadelphia Investment Partners
New Jersey
$2.83M +$2.48M +46,142 New
FCP
612
Fidelis Capital Partners
Florida
$2.82M -$6.12K -114 -0.2%
HAS
613
HBW Advisory Services
California
$2.82M +$1.04M +19,449 +73%
AMG
614
Advisors Management Group
Wisconsin
$2.78M +$25.7K +480 +1%
Avior Wealth Management
615
Avior Wealth Management
Nebraska
$2.78M +$720K +13,425 +42%
FFG
616
Frisch Financial Group
New York
$2.77M -$167K -3,112 -6%
IWN
617
Independent Wealth Network
Iowa
$2.77M +$957K +17,834 +65%
CWM
618
Cornerstone Wealth Management
Missouri
$2.76M +$35.1K +654 +1%
Procyon Advisors
619
Procyon Advisors
Connecticut
$2.75M +$298K +5,563 +14%
Level Four Advisory Services
620
Level Four Advisory Services
Texas
$2.74M +$183K +3,415 +8%
VWM
621
Venturi Wealth Management
Texas
$2.73M -$191K -3,558 -7%
FFA
622
Fairfield Financial Advisors
Massachusetts
$2.72M -$15.6K -290 -0.6%
FF
623
Foronjy Financial
California
$2.72M +$99.8K +1,861 +4%
Atlantic Union Bankshares
624
Atlantic Union Bankshares
Virginia
$2.72M +$176K +3,275 +8%
PWM
625
Purus Wealth Management
California
$2.71M -$168K -3,136 -7%