We are live on ! Find out more
XLK icon

State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
2001
L.J. Altfest & Co
New York
$436K -$342 -2 -0.1%
CAM
2002
Cypress Asset Management
Texas
$436K – – –
LDB
2003
Lee, Danner & Bass
Tennessee
$435K -$17.1K -100 -4%
OWA
2004
Octavia Wealth Advisors
Ohio
$435K -$119K -696 -23%
MFGM
2005
Marshall Financial Group (Maryland)
Maryland
$435K – – –
BP
2006
Broadleaf Partners
Ohio
$434K – – –
WH
2007
Willner & Heller
California
$433K -$854 -5 -0.2%
OFP
2008
OLIO Financial Planning
Virginia
$433K – – –
PA
2009
ProCore Advisors
California
$433K +$33K +193 +9%
LIWM
2010
Long Island Wealth Management
New York
$431K – – –
MAS
2011
Meeder Advisory Services
Ohio
$431K -$223K -1,305 -37%
VHAM
2012
Van Hulzen Asset Management
California
$429K +$1.02K +6 +0.3%
SWRP
2013
Summit Wealth & Retirement Planning
California
$429K -$70.1K -410 -15%
GSIAS
2014
Garden State Investment Advisory Services
New Jersey
$428K -$1.88K -11 -0.5%
II
2015
Impact Investors
California
$428K – – –
VCP
2016
Vista Capital Partners
Oregon
$428K -$14K -82 -4%
MP
2017
McDonald Partners
Ohio
$428K +$50.6K +296 +15%
LFS
2018
Legacy Financial Strategies
Kansas
$427K – – –
WDG
2019
Wealth Dimensions Group
Ohio
$425K -$8.71K -51 -2%
PP
2020
Pearl Planning
Michigan
$425K – – –
PWM
2021
Provident Wealth Management
Tennessee
$425K -$19K -111 -5%
WP
2022
WealthPLAN Partners
Nebraska
$425K +$10.6K +62 +3%
AB
2023
Atlas Brown
Kentucky
$423K – – –
AWM
2024
Able Wealth Management
New Jersey
$420K -$2.73K -16 -0.7%
TCG
2025
Transcendent Capital Group
Oklahoma
$419K – – –
79 80
81
82 83