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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Haverford Trust Company
876
Haverford Trust Company
Pennsylvania
$950K +$81.2K +1,786 +9%
Marex Group
877
Marex Group
$948K -$7.36K -162 -0.7%
Procyon Advisors
878
Procyon Advisors
Connecticut
$948K -$91 -2 -0%
Bradley Foster & Sargent
879
Bradley Foster & Sargent
Connecticut
$946K -$27.1K -596 -3%
F.L. Putnam Investment Management
880
F.L. Putnam Investment Management
Massachusetts
$937K +$672K +14,784 +209%
RIS
881
Retirement Income Solutions
Michigan
$935K -$101K -2,220 -9%
TF
882
Theory Financial
Colorado
$934K -$3.32M -72,960 -77%
CHJWM
883
Carlton Hofferkamp & Jenks Wealth Management
Texas
$932K -$3.64K -80 -0.4%
CC
884
Constitution Capital
Connecticut
$926K +$586K +12,900 +148%
BIG
885
Builder Investment Group
Georgia
$923K -$13.6K -300 -1%
CWM
886
C2C Wealth Management
Arizona
$921K – – –
WPC
887
White Pine Capital
Minnesota
$921K +$12.6K +278 +1%
PAM
888
PCG Asset Management
New Jersey
$920K +$976K +21,482 New
LA
889
Lifeworks Advisors
Michigan
$919K -$15.6K -344 -2%
LIA
890
Lynx Investment Advisory
District of Columbia
$911K -$260K -5,726 -21%
SA
891
Strategic Advisors
New York
$903K +$99.8K +2,196 +12%
KP
892
Keel Point
Alabama
$902K +$24.5K +540 +3%
GWSA
893
Global Wealth Strategies & Associates
Colorado
$900K -$272K -5,982 -22%
Financial Engines Advisors
894
Financial Engines Advisors
California
$900K -$58.6K -1,290 -6%
SWM
895
SeaCrest Wealth Management
New York
$896K +$43K +946 +5%
IWN
896
Independent Wealth Network
Iowa
$894K +$83.3K +1,834 +10%
PTP
897
Platform Technology Partners
New York
$893K +$271K +5,956 +40%
C
898
Certuity
Florida
$892K +$20.8K +458 +2%
WFA
899
WMG Financial Advisors
Tennessee
$891K +$569K +12,522 +151%
QWM
900
Quadcap Wealth Management
Texas
$890K +$5.54K +122 +0.6%