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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2001
Evergreen Private Wealth
Colorado
$6.79K +$5.47K +52 +650%
GI
2002
Gradient Investments
Minnesota
$6.56K -$16.6K -158 -73%
RWMG
2003
Redwood Wealth Management Group
New Jersey
$5.66K +$5.26K +50 New
DF
2004
DecisionPoint Financial
Arizona
$5.47K – – –
AIM
2005
Arcadia Investment Management
Michigan
$5.43K – – –
DF
2006
Dunhill Financial
United Kingdom
$5.39K – – –
ACA
2007
American Capital Advisory
Idaho
$5K – – –
FCG
2008
Financial Connections Group
California
$5K +$5.05K +48 New
SRCM
2009
Signature Resources Capital Management
California
$4.98K – – –
ARC
2010
Advisor Resource Council
Texas
$4.48K -$1.96M -18,612 -32%
CB
2011
Chris Bulman
California
$3.17K +$2.95K +28 New
NMG
2012
New Millennium Group
Utah
$3.17K +$2.95K +28 New
CB
2013
CNB Bank
Pennsylvania
$2.26K – – –
CFFP
2014
Center for Financial Planning
Michigan
$2.04K – – –
SFA
2015
Semmax Financial Advisors
North Carolina
$1.78K – – –
HWP
2016
Highline Wealth Partners
California
$1.36K – – –
EA
2017
Evolution Advisers
Virginia
$1K +$1.69K +16 New
DFA
2018
DHJJ Financial Advisors
Illinois
$453 – – –
WG
2019
Winton Group
United Kingdom
– -$55.6M -533,642 Closed
SMM
2020
Stadion Money Management
Georgia
– -$30.8M -295,644 Closed
MG
2021
Marex Group
– -$27.2M -260,758 Closed
HWM
2022
Horizon Wealth Management
Illinois
– -$12.8M -123,356 Closed
JF
2023
Jump Financial
Illinois
– -$12.6M -120,840 Closed
RFM
2024
Royal Fund Management
Florida
– -$9.23M -88,606 Closed
BGDI
2025
BW Gestao de Investimentos
Brazil
– -$8.31M -78,880 Closed
79 80
81
82 83