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
IIA
1176
IPG Investment Advisors
California
$726K -$76.7K -1,429 -11%
MWM
1177
Modera Wealth Management
New Jersey
$725K +$98.6K +1,838 +18%
BHBT
1178
Burke & Herbert Bank & Trust
Virginia
$722K +$51K +950 +9%
BCM
1179
Boreal Capital Management
Florida
$721K +$20.9K +390 +3%
BAM
1180
Berkshire Asset Management
Pennsylvania
$720K -$11.3K -210 -2%
BWP
1181
Baldwin Wealth Partners
Massachusetts
$719K +$175K +3,266 +39%
CWP
1182
Cyndeo Wealth Partners
Florida
$719K +$8.96K +167 +1%
WCG
1183
Weaver Consulting Group
California
$717K +$14K +261 +2%
NCM
1184
Narwhal Capital Management
Georgia
$715K -$161 -3 -0%
HVP
1185
Hudson Value Partners
Florida
$715K – – –
AIG
1186
Abbington Investment Group
Connecticut
$714K -$116K -2,154 -16%
BOM
1187
Bank of Marin
California
$714K -$5.15K -96 -0.8%
NGA
1188
Naples Global Advisors
Florida
$712K +$2.15K +40 +0.3%
AFO
1189
Allie Family Office
Florida
$710K -$209K -3,900 -25%
KLCM
1190
KG&L Capital Management
Louisiana
$709K -$86.8K -1,618 -12%
SGFG
1191
Silver Grove Financial Group
New York
$708K +$322 +6 +0.1%
PFA
1192
Pathway Financial Advisors
Vermont
$708K – – –
SAM
1193
Synergy Asset Management
Washington
$708K +$620K +11,554 New
TC
1194
Town Capital
Maryland
$707K +$58.7K +1,094 +10%
SWM
1195
Segment Wealth Management
Texas
$704K +$617K +11,500 New
MHS
1196
M Holdings Securities
Oregon
$700K -$97.4K -1,815 -13%
EFP
1197
Elser Financial Planning
Indiana
$697K +$622K +11,600 New
MWA
1198
Medallion Wealth Advisors
Connecticut
$697K +$154K +2,864 +34%
GAM
1199
GEM Asset Management
Michigan
$697K +$3.86K +72 +0.6%
HCP
1200
Hexagon Capital Partners
Arkansas
$695K +$7.78K +145 +1%
46 47
48
49 50