XLE icon

State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1901
Byrne Asset Management
New Jersey
$121K -$9.55K -178 -8%
HWM
1902
HighMark Wealth Management
Minnesota
$120K +$161 +3 +0.2%
PFM
1903
Phillips Financial Management
Indiana
$120K -$57.5K -1,072 -35%
VCM
1904
Versant Capital Management
Arizona
$118K – – –
BSB
1905
Bangor Savings Bank
Maine
$117K +$1.72K +32 +2%
SIA
1906
Strategic Investment Advisors
Michigan
$117K +$103K +1,911 New
WSC
1907
Wellington Shields & Co
New York
$116K +$102K +1,900 New
TCM
1908
TD Capital Management
Tennessee
$115K -$18.2K -339 -15%
GWM
1909
Gilpin Wealth Management
Colorado
$114K – – –
AIM
1910
Axiom Investment Management
New York
$113K +$99.2K +1,850 New
GWANC
1911
Guardian Wealth Advisors (North Carolina)
North Carolina
$110K +$96.1K +1,791 New
GJIA
1912
Glass Jacobson Investment Advisors
Maryland
$110K +$96.1K +1,791 New
GCP
1913
Gill Capital Partners
Colorado
$108K +$94.9K +1,770 New
ST
1914
Smithfield Trust
Pennsylvania
$108K – – –
PWMA
1915
Pension & Wealth Management Advisors
Massachusetts
$107K – – –
ATS
1916
Ashton Thomas Securities
New York
$106K +$55.6K +1,036 +149%
WPA
1917
West Paces Advisors
Georgia
$103K +$54 +1 +0.1%
MWC
1918
MBM Wealth Consultants
Missouri
$101K +$88.5K +1,650 New
IF
1919
Integrity Financial
Wyoming
$98K – – –
PP
1920
Prudential plc
United Kingdom
$98K +$85.8K +1,600 New
Q1WB
1921
Quest 10 Wealth Builders
Virginia
$95.5K -$54 -1 -0.1%
HIW
1922
Holos Integrated Wealth
Pennsylvania
$95.2K +$53.9K +1,005 +174%
MS
1923
Monetary Solutions
Ohio
$94.3K – – –
HFS
1924
Hantz Financial Services
Michigan
$93K +$29K +541 +55%
BFO
1925
Biltmore Family Office
North Carolina
$91.9K -$13.4K -250 -14%