XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1526
Wealthedge Investment Advisors
New York
$220K +$1.83K +41 +0.8%
VBFP
1527
Valtinson Bruner Financial Planning
Minnesota
$219K +$1.69K +38 +0.8%
CAM
1528
Carret Asset Management
New York
$219K – – –
C
1529
Covestor
United Kingdom
$219K +$39.5K +888 +22%
KAS
1530
KPP Advisory Services
Kentucky
$219K +$218K +4,896 New
ML
1531
MLP3 LLC
New Jersey
$219K +$218K +4,896 New
AIFAIM
1532
American Institute for Advanced Investment Management
Arizona
$219K -$27.7K -621 -11%
RBFC
1533
Roman Butler Fullerton & Co
Missouri
$217K -$56.5K -1,269 -22%
COCM
1534
Charter Oak Capital Management
New Hampshire
$217K -$31.3K -703 -13%
TA
1535
TruWealth Advisors
Louisiana
$216K -$3.74K -84 -2%
MFG
1536
Mustico Financial Group
New York
$216K +$206K +4,637 New
SOS
1537
Silver Oak Securities
Tennessee
$216K -$246K -5,530 -53%
EWM
1538
Elmwood Wealth Management
California
$216K +$215K +4,829 New
TWM
1539
Tortuga Wealth Management
California
$215K +$214K +4,799 New
BAM
1540
Broyhill Asset Management
North Carolina
$215K – – –
CFO
1541
Collective Family Office
Pennsylvania
$215K -$11.1K -250 -5%
UOTTAIMCU
1542
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$214K -$11.5K -259 -5%
DI
1543
Disciplined Investors
Texas
$213K -$223 -5 -0.1%
NWM
1544
Northwest Wealth Management
Iowa
$213K -$91.9K -2,064 -30%
YP
1545
YANKCOM Partnership
South Dakota
$213K – – –
MPW
1546
Magnolia Private Wealth
Pennsylvania
$211K -$84.8K -1,904 -29%
EWM
1547
Elevatus Welath Management
New York
$210K +$1.6K +36 +0.8%
KA
1548
Klingman & Associates
New York
$210K -$14.6K -328 -7%
CCMG
1549
Clark Capital Management Group
Pennsylvania
$210K +$209K +4,686 New
AWC
1550
Adamsbrown Wealth Consultants
Kansas
$208K -$24.1K -541 -10%
60 61
62
63 64