XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1601
Perritt Capital Management
Illinois
$130K +$902 +20 +0.7%
DWS
1602
Dynamic Wealth Strategies
California
$129K -$109K -2,424 -47%
FLP
1603
Financial Life Planners
Arizona
$126K +$35.9K +796 +42%
MTIC
1604
Missouri Trust & Investment Company
Missouri
$126K – – –
CTA
1605
Colonial Trust Advisors
South Carolina
$126K +$70.6K +1,566 +139%
CA
1606
Centerpoint Advisors
Massachusetts
$125K – – –
PFM
1607
Phillips Financial Management
Indiana
$123K – – –
LWCFA
1608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K – – –
DSC
1609
Duncker Streett & Co
Missouri
$121K -$20.5K -454 -15%
AA
1610
Addison Advisors
Vermont
$119K +$541 +12 +0.5%
FCMT
1611
Founders Capital Management (Texas)
Texas
$119K +$90 +2 +0.1%
BFO
1612
Biltmore Family Office
North Carolina
$117K – – –
FF
1613
Friedenthal Financial
New Jersey
$116K +$112K +2,474 +123,700%
WPA
1614
West Paces Advisors
Georgia
$115K – – –
SFGP
1615
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$115K -$147K -3,266 -57%
BSB
1616
Bangor Savings Bank
Maine
$113K +$2.16K +48 +2%
TAM
1617
Tucker Asset Management
Colorado
$110K – – –
GC
1618
Garde Capital
Washington
$108K +$104K +2,304 New
OC
1619
Oakworth Capital
Alabama
$105K -$314K -6,958 -76%
CWM
1620
Cranbrook Wealth Management
Michigan
$102K -$992 -22 -1%
CL
1621
CSS LLC
Illinois
$100K -$2.92M -64,678 -97%
AWM
1622
Abound Wealth Management
Tennessee
$98.3K – – –
Q1WB
1623
Quest 10 Wealth Builders
Virginia
$97.3K -$12.5K -278 -12%
MIM
1624
MTM Investment Management
South Carolina
$94.7K +$361 +8 +0.4%
APW
1625
Acima Private Wealth
Virginia
$94.6K -$353K -7,820 -79%
63 64
65
66 67