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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1976
Pacific Capital Wealth Advisors
California
– -$179K -4,170 Closed
CAS
1977
Coppell Advisory Solutions
Texas
– -$158K -3,742 Closed
SAM
1978
Synergy Asset Management
Washington
– -$151K -3,448 Closed
CAC
1979
Core Alternative Capital
Georgia
– -$114K -2,670 Closed
AIP
1980
Alexis Investment Partners
Texas
– -$110K -2,560 Closed
HA
1981
Heartland Advisors
Wisconsin
– -$109K -2,542 Closed
RDFA
1982
Ritter Daniher Financial Advisory
Ohio
– -$106K -2,478 Closed
MCM
1983
Mainstream Capital Management
California
– -$96.2K -2,246 Closed
RCM
1984
Raleigh Capital Management
North Carolina
– -$62.9K -1,468 Closed
WWA
1985
Wingate Wealth Advisors
Massachusetts
– -$60.3K -1,408 Closed
TCG
1986
Transcendent Capital Group
Oklahoma
– -$58.6K -1,370 Closed
DWA
1987
Delos Wealth Advisors
Texas
– -$56.6K -1,322 Closed
SAM
1988
S.A. Mason
Michigan
– -$42.8K -1,000 Closed
KBFS
1989
Kohmann Bosshard Financial Services
Ohio
– -$38.3K -894 Closed
CJ
1990
Caitlin John
Michigan
– -$37.9K -884 Closed
MFA
1991
Morling Financial Advisors
California
– -$34.3K -800 Closed
QC
1992
Quent Capital
New York
– -$20.3K -474 Closed
LDB
1993
Lee, Danner & Bass
Tennessee
– -$19.3K -450 Closed
HI
1994
Human Investing
Oregon
– -$18K -420 Closed
EW
1995
Element Wealth
Mississippi
– -$17.2K -400 Closed
KG
1996
Kieckhefer Group
Wisconsin
– -$17.1K -400 Closed
DP
1997
Denver PWM
Colorado
– -$16.8K -392 Closed
RWPA
1998
Richard W. Paul & Associates
Michigan
– -$15.4K -360 Closed
EPW
1999
Evergreen Private Wealth
Colorado
– -$12.2K -286 Closed
UCB
2000
United Community Bank
South Carolina
– -$9.42K -220 Closed
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