XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1426
Operose Advisors
Wisconsin
$258K +$121K +2,723 +90%
MIC
1427
Means Investment Company
Maine
$256K +$534 +12 +0.2%
GPWM
1428
Grant Private Wealth Management
California
$255K -$1.02K -23 -0.4%
WP
1429
Westmount Partners
California
$255K – – –
GCA
1430
Gradient Capital Advisors
California
$255K -$21.2K -475 -8%
FFWM
1431
Future Financial Wealth Management
Ohio
$254K -$2.23K -50 -0.9%
PWM
1432
Provident Wealth Management
Tennessee
$254K – – –
WEG
1433
World Equity Group
Illinois
$253K -$24.2K -544 -9%
MA
1434
MBA Advisors
Pennsylvania
$252K +$1.25K +28 +0.5%
FWIA
1435
Fort Washington Investment Advisors
Ohio
$251K -$25.6K -574 -9%
SWM
1436
SFG Wealth Management
Maryland
$250K +$249K +5,592 New
NCM
1437
NCM Capital Management
New Jersey
$250K +$178 +4 +0.1%
ITIM
1438
Indiana Trust & Investment Management
Indiana
$249K -$2.58K -58 -1%
BBW
1439
Blue Barn Wealth
Utah
$249K – – –
IIM
1440
Invariant Investment Management
Pennsylvania
$249K +$237K +5,328 New
T
1441
TrueFG
Texas
$249K +$248K +5,560 New
MWM
1442
MBE Wealth Management
Wisconsin
$249K +$18.6K +417 +8%
BFP
1443
Briaud Financial Planning
Texas
$248K – – –
UFA
1444
Uptown Financial Advisors
Texas
$248K -$2.54K -57 -1%
LCM
1445
LVM Capital Management
Michigan
$248K -$5.17K -116 -2%
PWP
1446
Pursue Wealth Partners
California
$248K – – –
ARA
1447
Alexander Randolph Advisory
Virginia
$247K – – –
NAS
1448
Nicolet Advisory Services
Wisconsin
$247K -$11.1K -249 -4%
NG
1449
Novem Group
New York
$247K -$61.5K -1,382 -20%
PCM
1450
Poehling Capital Management
Wisconsin
$247K +$4.19K +94 +2%
56 57
58
59 60