XLK icon

State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1751
Straight Path Wealth Management
Michigan
$328K +$222 +2 +0.1%
KIG
1752
Kessler Investment Group
Indiana
$327K – – –
FPL
1753
Fortress Private Ledger
North Carolina
$327K -$13.5K -122 -5%
LW
1754
Lauer Wealth
Indiana
$326K +$274K +2,470 New
WQ
1755
Wealth Quarterback
New Jersey
$326K -$12.2K -110 -4%
RWP
1756
Ridgecrest Wealth Partners
California
$325K -$4.44K -40 -2%
FC
1757
Forte Capital
New York
$324K -$177K -1,598 -38%
DFG
1758
Dynamic Financial Group
Iowa
$323K – – –
JAA
1759
Joel Adams & Associates
North Carolina
$323K – – –
CAM
1760
Clark Asset Management
New Hampshire
$323K +$48.4K +436 +21%
GWM
1761
GDS Wealth Management
Texas
$322K +$16.4K +148 +6%
AWM
1762
Able Wealth Management
New Jersey
$319K +$8.66K +78 +3%
PWM
1763
Peterson Wealth Management
Nevada
$318K -$6.04M -54,434 -96%
WA
1764
Wealthstar Advisors
Texas
$317K – – –
CCT
1765
Capital City Trust
Florida
$317K -$94.3K -850 -25%
CCG
1766
Coastwise Capital Group
California
$317K -$24K -216 -8%
BBNB
1767
Baker Boyer National Bank
Washington
$317K +$278K +2,502 New
CFG
1768
Cornerstone Financial Group
Nebraska
$316K +$444 +4 +0.2%
HI
1769
Hendershot Investments
Virginia
$315K – – –
PIMG
1770
Patriot Investment Management Group
Tennessee
$315K – – –
CCFM
1771
Clear Creek Financial Management
Washington
$314K +$24.2K +218 +10%
DT
1772
Diversified Trust
Tennessee
$313K – – –
BMCM
1773
Burns Matteson Capital Management
New York
$313K – – –
BWA
1774
Burt Wealth Advisors
Maryland
$313K – – –
MWA
1775
MN Wealth Advisors
Kansas
$311K -$11.5K -104 -4%
69 70
71
72 73