XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
1401
West Tower Group
Virginia
$268K +$267K +6,000 New
SW
1402
SMART Wealth
Nebraska
$266K -$44.8K -1,005 -14%
PPW
1403
PACK Private Wealth
Minnesota
$266K +$31.4K +706 +13%
SPWM
1404
Straight Path Wealth Management
Michigan
$266K +$41.8K +939 +19%
OHWP
1405
Oak Harbor Wealth Partners
North Carolina
$266K +$2.49K +56 +1%
SFC
1406
Sprinkle Financial Consultants
Colorado
$265K +$2.09K +47 +0.8%
BB
1407
Berkshire Bank
Massachusetts
$265K -$15.8K -354 -6%
WIA
1408
Wetzel Investment Advisors
Indiana
$264K +$534 +12 +0.2%
TW
1409
Tempo Wealth
Ohio
$264K +$263K +5,912 New
GF
1410
GGM Financials
Ohio
$263K +$2.18K +49 +0.8%
MGWM
1411
Marks Group Wealth Management
Minnesota
$263K +$23.5K +528 +10%
WA
1412
Wealth Alliance
New York
$263K -$69.9K -1,569 -21%
RFW
1413
Rainier Family Wealth
Washington
$262K +$261K +5,868 New
AF
1414
Aviso Financial
Ontario, Canada
$262K +$186K +4,184 +249%
SFM
1415
Stack Financial Management
Montana
$262K +$33.6K +754 +15%
DAS
1416
Daybright Advisory Services
Florida
$261K +$260K +5,847 New
VCM
1417
Viewpoint Capital Management
Washington
$261K – – –
BWM
1418
Bullock Wealth Management
Indiana
$261K +$13.6K +306 +6%
MWAM
1419
Manhattan West Asset Management
California
$261K +$17.1K +385 +7%
UFF
1420
USA Financial Formulas
Michigan
$260K -$31.5K -707 -11%
NSIM
1421
North Star Investment Management
Illinois
$259K +$312 +7 +0.1%
SFWC
1422
Strategic Family Wealth Counselors
New Jersey
$259K +$89 +2 +0%
AIM
1423
Anchor Investment Management
South Carolina
$258K -$16.4K -368 -6%
AWM
1424
Accurate Wealth Management
Florida
$258K -$43.3K -973 -15%
TFA
1425
Tobias Financial Advisors
Florida
$258K +$257K +5,768 New
55 56
57
58 59