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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCRM
2001
Midway Capital Research & Management
Illinois
$30.6K +$26.8K +500 New
PWM
2002
Peterson Wealth Management
Nevada
$30.6K +$26.8K +500 New
QL
2003
Quarry LP
New York
$30.6K +$26.8K +500 New
EDRH
2004
Edmond de Rothschild Holding
Switzerland
$30.4K -$7.75M -144,560 -100%
PP
2005
Pacifica Partners
Canada
$30K – – –
GCM
2006
Gables Capital Management
Florida
$29.8K – – –
VFM
2007
Vision Financial Markets
Connecticut
$29.8K – – –
FIM
2008
FWL Investment Management
Texas
$27.8K +$12.6K +234 +106%
IWP
2009
IAG Wealth Partners
Wisconsin
$27.4K -$11.8K -220 -33%
WTA
2010
Washington Trust Advisors
Massachusetts
$27.3K – – –
AIP
2011
Ameritas Investment Partners
Nebraska
$26.6K +$107 +2 +0.5%
WCAMG
2012
Woodard & Company Asset Management Group
North Carolina
$26.6K -$644 -12 -3%
CSPIA
2013
Cary Street Partners Investment Advisory
Virginia
$26.5K -$644 -12 -3%
TPWA
2014
Twin Peaks Wealth Advisors
California
$26.4K +$23.1K +431 New
HWA
2015
HHM Wealth Advisors
Tennessee
$26K +$107 +2 +0.5%
RFG
2016
REAP Financial Group
Texas
$25.6K +$483 +9 +2%
HI
2017
Hoey Investments
Pennsylvania
$24.5K -$32.2K -600 -60%
CWM
2018
Consultiva Wealth Management
Puerto Rico
$24.5K – – –
FFO
2019
Fortitude Family Office
Arizona
$24.5K – – –
SIS
2020
Strategic Investment Solutions
Illinois
$24.5K – – –
TAR
2021
Trask Adam Roland
$24.5K +$21.5K +400 New
SWA
2022
SOA Wealth Advisors
New York
$23.9K +$107 +2 +0.5%
SHIM
2023
Stone House Investment Management
Pennsylvania
$23.3K – – –
CNBTD
2024
Citizens National Bank Trust Department
Mississippi
$22.1K – – –
LFASL
2025
Lugano Financial Advisors SA (LFA)
Switzerland
$22.1K +$19.3K +360 New
79 80
81
82 83