We are live on ! Find out more
XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
701
Summit Financial Wealth Advisors
Louisiana
$1.48M -$156K -3,470 -10%
SWA
702
Sax Wealth Advisors
New Jersey
$1.48M -$21.3K -472 -1%
FCMA
703
Foresight Capital Management Advisors
Michigan
$1.47M +$1.18M +26,204 +502%
PWM
704
Partnership Wealth Management
Maryland
$1.47M +$24.3K +540 +2%
TC
705
Trilogy Capital
California
$1.46M -$1.68M -37,184 -54%
PIA
706
Perennial Investment Advisors
California
$1.46M +$58.7K +1,302 +4%
IAIM
707
International Assets Investment Management
Florida
$1.44M +$125K +2,780 +10%
AWM
708
Avior Wealth Management
Nebraska
$1.42M +$112K +2,488 +9%
BL
709
Balentine LLC
Georgia
$1.42M – – –
3AM
710
3EDGE Asset Management
Florida
$1.42M +$332K +7,356 +32%
SCP
711
Stamos Capital Partners
California
$1.41M -$239K -5,310 -15%
VA
712
Vident Advisory
Georgia
$1.4M -$84.1K -1,866 -6%
FPGT
713
Financial Partners Group (Tennessee)
Tennessee
$1.4M -$603K -13,372 -31%
CCB
714
Country Club Bank
Missouri
$1.4M -$110K -2,430 -7%
NPT
715
National Philanthropic Trust
Pennsylvania
$1.4M – – –
MIC
716
Meridian Investment Counsel
California
$1.39M – – –
BCM
717
Becker Capital Management
Oregon
$1.39M +$90 +2 +0%
CWA
718
Capital Wealth Alliance
Arizona
$1.39M -$115K -2,540 -8%
FNBT
719
FineMark National Bank & Trust
Florida
$1.38M – – –
LSIA
720
LaSalle St. Investment Advisors
Illinois
$1.38M +$19.4K +430 +1%
CBT
721
Crews Bank & Trust
Florida
$1.38M -$19.7K -438 -1%
SWMP
722
Signature Wealth Management Partners
New Jersey
$1.38M +$812 +18 +0.1%
GLA
723
Good Life Advisors
Pennsylvania
$1.37M -$43.8K -972 -3%
OPOWM
724
One Plus One Wealth Management
Florida
$1.37M +$3.52K +78 +0.3%
KP
725
Keel Point
Alabama
$1.36M +$367K +8,150 +39%
27 28
29
30 31