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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
Orion Capital Management
California
$7.38K +$7.95K +139 New
KG
2002
Kilter Group
New York
$7.33K – – –
AT
2003
Arlington Trust
Alabama
$7.22K +$7.78K +136 New
SWAG
2004
Spectrum Wealth Advisory Group
California
$7.21K +$7.78K +136 New
BTC
2005
Bank & Trust Company
Illinois
$7.12K – – –
VR
2006
Vision Retirement
New Jersey
$7.01K -$3.03K -53 -29%
PSB
2007
Piscataqua Savings Bank
New Hampshire
$6.9K – – –
AP
2008
Aspect Partners
Virginia
$6.71K +$1.37K +24 +24%
FW
2009
Fairway Wealth
Ohio
$6.37K +$6.86K +120 New
FDCP
2010
Foster Dykema Cabot & Partners
Massachusetts
$6.16K – – –
GIL
2011
Go Invest LLC
Utah
$6.12K +$2.4K +42 +58%
GIA
2012
GHP Investment Advisors
Colorado
$5.84K – – –
FPF
2013
First Pacific Financial
Washington
$5.68K +$5.55K +97 +970%
ACA
2014
American Capital Advisory
Idaho
$5.63K – – –
JWM
2015
JPL Wealth Management
Colorado
$5.31K -$64K -1,120 -92%
AF
2016
Abound Financial
California
$5.1K – – –
SC
2017
Swan Capital
Florida
$5.1K – – –
BHWM
2018
Beaird Harris Wealth Management
Texas
$4.81K -$1.28M -22,397 -100%
AI
2019
Atomic Invest
New York
$4.74K +$2.06K +36 +68%
MWM
2020
Mosley Wealth Management
California
$4.53K +$4.86K +85 New
FMP
2021
Financial Management Professionals
Texas
$4.46K – – –
MGI
2022
Miller Global Investments
Texas
$4.41K +$4.75K +83 New
AW
2023
Ankerstar Wealth
Texas
$3.72K – – –
BWL
2024
Bogart Wealth LLC
Virginia
$3.64K +$57 +1 +1%
KA
2025
Kozak & Associates
Colorado
$3.59K – – –
79 80
81
82 83