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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1951
First Trust Direct Indexing
Massachusetts
– -$292K -6,642 Closed
PG
1952
Patten Group
Tennessee
– -$279K -6,344 Closed
APW
1953
Austin Private Wealth
Texas
– -$276K -6,294 Closed
TCWA
1954
Turtle Creek Wealth Advisors
Texas
– -$267K -6,072 Closed
MCM
1955
Magnolia Capital Management
New York
– -$266K -6,060 Closed
P
1956
Pitcairn
Pennsylvania
– -$263K -6,000 Closed
TWA
1957
Talisman Wealth Advisors
New Jersey
– -$258K -5,914 Closed
KDA
1958
Kraft Davis & Associates
Missouri
– -$259K -5,856 Closed
HP
1959
Hilltop Partners
Indiana
– -$251K -5,710 Closed
AFP
1960
Alpha Financial Partners
Kentucky
– -$247K -5,638 Closed
CFA
1961
Capstone Financial Advisors
Illinois
– -$246K -5,612 Closed
SWM
1962
Salvus Wealth Management
New Jersey
– -$245K -5,574 Closed
CWM
1963
Connecticut Wealth Management
Connecticut
– -$244K -5,556 Closed
MCCA
1964
Mill Creek Capital Advisors
Pennsylvania
– -$239K -5,442 Closed
BDWCC
1965
B&D White Capital Company
Texas
– -$233K -5,304 Closed
DP
1966
Dearborn Partners
Illinois
– -$228K -5,196 Closed
CFS
1967
Commonwealth Financial Services
West Virginia
– -$232K -5,158 Closed
GWA
1968
GGM Wealth Advisors
Maryland
– -$224K -5,094 Closed
MWPCG
1969
Measured Wealth Private Client Group
New Hampshire
– -$221K -5,034 Closed
CS
1970
Capital Square
Tennessee
– -$215K -4,894 Closed
IWP
1971
Insight Wealth Partners
Texas
– -$214K -4,864 Closed
ACM
1972
Arlington Capital Management
Illinois
– -$211K -4,800 Closed
IWP
1973
Innova Wealth Partners
Pennsylvania
– -$211K -4,800 Closed
JSL
1974
JT Stratford LLC
Georgia
– -$207K -4,704 Closed
CA
1975
CGN Advisors
Kansas
– -$206K -4,692 Closed
77 78
79
80 81