XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1401
Pursue Wealth Partners
California
$236K – – –
SFC
1402
Sprinkle Financial Consultants
Colorado
$235K +$21.9K +526 +10%
MA
1403
MBA Advisors
Pennsylvania
$235K +$1.08K +26 +0.5%
BFP
1404
Briaud Financial Planning
Texas
$235K +$25.7K +618 +13%
VBFP
1405
Valtinson Bruner Financial Planning
Minnesota
$235K +$2K +48 +0.9%
CWA
1406
Cura Wealth Advisors
Illinois
$235K – – –
ARA
1407
Alexander Randolph Advisory
Virginia
$235K – – –
OHWP
1408
Oak Harbor Wealth Partners
North Carolina
$234K +$28.4K +682 +14%
CWM
1409
Comprehensive Wealth Management
Washington
$234K +$229K +5,510 New
EPW
1410
Endeavor Private Wealth
Kansas
$233K -$93.8K -2,252 -29%
SC
1411
Syon Capital
California
$233K -$37K -888 -14%
WDL
1412
Well Done LLC
Michigan
$233K – – –
TWM
1413
Tripletail Wealth Management
Florida
$232K +$229K +5,490 New
MWM
1414
MBE Wealth Management
Wisconsin
$231K +$227K +5,458 New
GPA
1415
Garrison Point Advisors
California
$231K -$15.8K -380 -7%
STA
1416
Summit Trail Advisors
New York
$231K -$10.2K -244 -4%
SFWC
1417
Strategic Family Wealth Counselors
New Jersey
$230K +$16.5K +396 +8%
PCM
1418
Poehling Capital Management
Wisconsin
$230K -$65.9K -1,582 -23%
EWA
1419
Exencial Wealth Advisors
Oklahoma
$230K +$83 +2 +0%
TPW
1420
Talon Private Wealth
Florida
$230K -$198K -4,744 -47%
PRTG
1421
Post Resch Tallon Group
New York
$229K -$2.75K -66 -1%
HCMT
1422
Highland Capital Management (Tennessee)
Tennessee
$229K -$10.4K -250 -4%
HIMC
1423
Heritage Investors Management Corp
Maryland
$229K – – –
AWA
1424
Aaron Wealth Advisors
Illinois
$229K – – –
DIP
1425
DT Investment Partners
Pennsylvania
$229K -$23.6K -566 -9%
55 56
57
58 59