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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Costello Asset Management
Pennsylvania
$35.4K -$3.54K -66 -10%
OWP
2002
ORG Wealth Partners
Texas
$34.8K – – –
CB
2003
CNB Bank
Pennsylvania
$33.5K +$21.8K +407 +291%
HFM
2004
Hartford Financial Management
Connecticut
$32.7K +$10K +187 +54%
AFG
2005
Albion Financial Group
Utah
$31.5K +$27.6K +514 New
MG
2006
MilWealth Group
Wisconsin
$31.4K – – –
WG
2007
Wellington Group
Indiana
$31.4K -$153K -2,860 -85%
RCM
2008
Raleigh Capital Management
North Carolina
$31.4K +$27.5K +512 New
SFCL
2009
Strengthening Families & Communities LLC
Massachusetts
$30.6K +$161 +3 +0.6%
MCRM
2010
Midway Capital Research & Management
Illinois
$30.6K +$26.8K +500 New
PWM
2011
Peterson Wealth Management
Nevada
$30.6K +$26.8K +500 New
QL
2012
Quarry LP
New York
$30.6K +$26.8K +500 New
EDRH
2013
Edmond de Rothschild Holding
Switzerland
$30.4K -$7.75M -144,560 -100%
PP
2014
Pacifica Partners
Canada
$30K – – –
GCM
2015
Gables Capital Management
Florida
$29.8K – – –
VFM
2016
Vision Financial Markets
Connecticut
$29.8K – – –
FIM
2017
FWL Investment Management
Texas
$27.8K +$12.6K +234 +106%
IWP
2018
IAG Wealth Partners
Wisconsin
$27.4K -$11.8K -220 -33%
WTA
2019
Washington Trust Advisors
Massachusetts
$27.3K – – –
AIP
2020
Ameritas Investment Partners
Nebraska
$26.6K +$107 +2 +0.5%
WCAMG
2021
Woodard & Company Asset Management Group
North Carolina
$26.6K -$644 -12 -3%
CSPIA
2022
Cary Street Partners Investment Advisory
Virginia
$26.5K -$644 -12 -3%
TPWA
2023
Twin Peaks Wealth Advisors
California
$26.4K +$23.1K +431 New
HWA
2024
HHM Wealth Advisors
Tennessee
$26K +$107 +2 +0.5%
RFG
2025
REAP Financial Group
Texas
$25.6K +$483 +9 +2%
79 80
81
82 83