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
PAM
1101
Peak Asset Management
Colorado
$495K – – –
LAM
1102
Lewis Asset Management
California
$494K +$1.43K +32 +0.3%
DBRC
1103
D.B. Root & Company
Pennsylvania
$493K +$16K +360 +3%
APW
1104
Aurora Private Wealth
New Jersey
$490K +$485K +10,880 New
MW
1105
MBL Wealth
North Carolina
$487K -$267 -6 -0.1%
VIS
1106
Vertex Investment Solutions
$486K +$485K +10,900 New
MWM
1107
Madrid Wealth Management
New Mexico
$486K +$484K +10,864 New
LK
1108
Lumbard & Kellner
New Hampshire
$485K +$13.7K +308 +3%
BHBT
1109
Burke & Herbert Bank & Trust
Virginia
$484K -$686K -15,405 -59%
LWM
1110
Lighthouse Wealth Management
Ohio
$484K +$490 +11 +0.1%
OWP
1111
Obermeyer Wealth Partners
Colorado
$483K -$14.8K -332 -3%
RWM
1112
Ritholtz Wealth Management
New York
$481K -$203K -4,563 -30%
SWM
1113
Silverlake Wealth Management
Vermont
$478K -$19K -427 -4%
FLPIM
1114
F.L. Putnam Investment Management
Massachusetts
$478K +$175K +3,936 +58%
NPT
1115
Nixon Peabody Trust
Massachusetts
$476K +$13.4K +302 +3%
NLP
1116
Next Level Private
New York
$475K +$3.96K +89 +0.8%
WCP
1117
Wealthcare Capital Partners
Pennsylvania
$473K -$14.3K -320 -3%
WB
1118
WesBanco Bank
West Virginia
$473K -$134K -3,000 -22%
KFP
1119
KMG Fiduciary Partners
Ohio
$472K -$207K -4,648 -31%
BFIM
1120
Beese Fulmer Investment Management
Ohio
$471K +$6.28K +141 +1%
WHC
1121
Wulff, Hansen & Co
California
$471K -$33.8K -760 -7%
ATC
1122
Argent Trust Co
Tennessee
$470K -$127K -2,862 -21%
CPCM
1123
Cardinal Point Capital Management
Ontario, Canada
$470K +$468K +10,503 New
NA
1124
NWM Advisors
California
$470K +$468K +10,502 New
NCNMGF
1125
Nano-Cap New Millennium Growth Fund
New York
$469K +$468K +10,500 New
43 44
45
46 47