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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
2001
Michels Family Financial
Texas
$439K +$46.8K +274 +13%
OAJ
2002
Ogorek Anthony Joseph
New York
$439K +$171 +1 +0%
CFGW
2003
Chancellor Financial Group WB
Pennsylvania
$438K +$393K +2,301 New
MA
2004
Maxele Advisors
Missouri
$438K +$393K +2,301 New
LSPW
2005
Lake Street Private Wealth
Illinois
$438K -$87.7K -513 -18%
RTC
2006
Real Talk Capital
Tennessee
$436K +$391K +2,291 New
LCM
2007
Lazari Capital Management
California
$436K – – –
SEP
2008
Signature Equity Partners
Ohio
$436K +$7.52K +44 +2%
LJAC
2009
L.J. Altfest & Co
New York
$436K -$342 -2 -0.1%
CAM
2010
Cypress Asset Management
Texas
$436K – – –
LDB
2011
Lee, Danner & Bass
Tennessee
$435K -$17.1K -100 -4%
OWA
2012
Octavia Wealth Advisors
Ohio
$435K -$119K -696 -23%
MFGM
2013
Marshall Financial Group (Maryland)
Maryland
$435K – – –
BP
2014
Broadleaf Partners
Ohio
$434K – – –
WH
2015
Willner & Heller
California
$433K -$854 -5 -0.2%
OFP
2016
OLIO Financial Planning
Virginia
$433K – – –
PA
2017
ProCore Advisors
California
$433K +$33K +193 +9%
LIWM
2018
Long Island Wealth Management
New York
$431K – – –
MAS
2019
Meeder Advisory Services
Ohio
$431K -$223K -1,305 -37%
VHAM
2020
Van Hulzen Asset Management
California
$429K +$1.02K +6 +0.3%
SWRP
2021
Summit Wealth & Retirement Planning
California
$429K -$70.1K -410 -15%
GSIAS
2022
Garden State Investment Advisory Services
New Jersey
$428K -$1.88K -11 -0.5%
II
2023
Impact Investors
California
$428K – – –
VCP
2024
Vista Capital Partners
Oregon
$428K -$14K -82 -4%
MP
2025
McDonald Partners
Ohio
$428K +$50.6K +296 +15%
79 80
81
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