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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
JPL Wealth Management
Colorado
$5.31K -$64K -1,120 -92%
AF
2002
Abound Financial
California
$5.1K – – –
SC
2003
Swan Capital
Florida
$5.1K – – –
BHWM
2004
Beaird Harris Wealth Management
Texas
$4.81K -$1.28M -22,397 -100%
MWM
2005
Mosley Wealth Management
California
$4.53K +$4.86K +85 New
FMP
2006
Financial Management Professionals
Texas
$4.46K – – –
MGI
2007
Miller Global Investments
Texas
$4.41K +$4.75K +83 New
AW
2008
Ankerstar Wealth
Texas
$3.72K – – –
BWL
2009
Bogart Wealth LLC
Virginia
$3.64K +$57 +1 +1%
KA
2010
Kozak & Associates
Colorado
$3.59K – – –
CFSG
2011
Community Financial Services Group
Vermont
$3.59K +$3.89K +68 New
LAS
2012
Lloyd Advisory Services
Georgia
$3.19K -$11K -192 -76%
W
2013
WealthCollab
Washington
$2.71K +$2.92K +51 New
AAMA
2014
Advanced Asset Management Advisors
Ohio
$2.66K – – –
TCM
2015
Timbuktu Capital Management
Massachusetts
$2.52K +$2.69K +47 New
1NWS
2016
1 North Wealth Services
Maryland
$2.5K +$2.69K +47 New
3IP
2017
3Chopt Investment Partners
Virginia
$2.12K – – –
LC
2018
Lavaca Capital
Texas
$1.91K – – –
MDA
2019
Minot DeBlois Advisors
Massachusetts
$1.86K – – –
T
2020
Transce3nd
Texas
$1.76K – – –
MSWA
2021
Marshall & Sterling Wealth Advisors
New York
$1.49K – – –
TC
2022
Truvestments Capital
Florida
$1.49K – – –
MFC
2023
Mechanics Financial Corp
Ohio
$1.27K +$1.37K +24 New
AI
2024
Arvest Investments
Arkansas
$1.11K – – –
TBFA
2025
Three Bearings Fiduciary Advisors
New Hampshire
$956 – – –
79 80
81
82 83