XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1401
Transform Wealth
Colorado
$303K +$84.3K +1,854 +36%
PWM
1402
Peterson Wealth Management
Nevada
$301K -$20.3K -446 -6%
PCM
1403
Poehling Capital Management
Wisconsin
$300K -$2.73K -60 -0.8%
GCA
1404
Greenwood Capital Associates
South Carolina
$300K -$138K -3,042 -30%
CCA
1405
Cravens & Co Advisors
Tennessee
$300K +$318K +7,006 New
LCGC
1406
Legacy Capital Group California
California
$299K -$93.6K -2,060 -23%
TW
1407
TrinityPoint Wealth
Connecticut
$299K +$59.4K +1,306 +23%
BBVA
1408
Banco Bilbao Vizcaya Argentaria
Spain
$296K -$4.68M -103,036 -94%
CCG
1409
Coastwise Capital Group
California
$295K +$42.7K +940 +16%
GCP
1410
Gill Capital Partners
Colorado
$293K -$81.6K -1,796 -21%
TWP
1411
Tyche Wealth Partners
Texas
$293K +$2.27K +50 +0.7%
HT
1412
Heritage Trust
Oklahoma
$291K +$309K +6,800 New
JWM
1413
JPL Wealth Management
Colorado
$291K +$308K +6,788 New
WP
1414
Wealthspan Partners
Iowa
$290K -$9.45K -208 -3%
G
1415
Gainplan
Michigan
$290K +$14K +308 +5%
AIM
1416
AHL Investment Management
Florida
$290K -$24.4K -538 -7%
APA
1417
Astoria Portfolio Advisors
New York
$290K +$288K +6,348 New
GCA
1418
Gradient Capital Advisors
California
$288K +$273 +6 +0.1%
BCWM
1419
Bartlett & Co Wealth Management
Ohio
$287K – – –
NDSI
1420
Newman Dignan & Sheerar Inc
Rhode Island
$287K – – –
QP
1421
Quartz Partners
New York
$287K – – –
WIA
1422
Wetzel Investment Advisors
Indiana
$287K +$1.64K +36 +0.5%
EAM
1423
Evanson Asset Management
California
$286K -$17.5K -386 -5%
MIAS
1424
Mason Investment Advisory Services
Virginia
$286K +$1.64K +36 +0.5%
FA
1425
Fiduciary Alliance
South Carolina
$285K +$303K +6,664 New
55 56
57
58 59