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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2001
WFA Asset Management
Wisconsin
$188K +$125K +1,074 +197%
APW
2002
Atlantic Private Wealth
North Carolina
$188K – – –
SMA
2003
Sage Mountain Advisors
Georgia
$186K +$6.98K +60 +4%
PG
2004
Proffitt & Goodson
Tennessee
$180K – – –
RFG
2005
REAP Financial Group
Texas
$180K -$2.56K -22 -1%
CFO
2006
CVA Family Office
Colorado
$175K +$8.14K +70 +5%
EFG
2007
Ethos Financial Group
Pennsylvania
$174K +$174K +1,498 New
PPA
2008
Painted Porch Advisors
California
$171K – – –
AW
2009
Avion Wealth
Texas
$168K -$76.8K -660 -31%
SFC
2010
SYM Financial Corp
Indiana
$164K +$6.05K +52 +4%
GBT
2011
Grove Bank & Trust
Florida
$163K – – –
SI
2012
Sava Infond
Slovenia
$163K +$163K +1,400 New
GP
2013
Greenline Partners
New York
$159K +$159K +1,370 New
BHWM
2014
Beaird Harris Wealth Management
Texas
$159K -$1.13M -9,728 -88%
NCM
2015
Northwest Capital Management
Oregon
$159K – – –
PCTC
2016
Perkins Coie Trust Company
Washington
$155K – – –
OC
2017
Oarsman Capital
Wisconsin
$153K -$23.7K -204 -13%
SIC
2018
SJS Investment Consulting
Ohio
$152K – – –
SO
2019
Sierra Ocean
California
$151K +$151K +1,296 New
OAJ
2020
Ogorek Anthony Joseph
New York
$148K +$233 +2 +0.2%
MWM
2021
MGB Wealth Management
Texas
$148K – – –
WPA
2022
West Paces Advisors
Georgia
$146K +$28.2K +242 +24%
CJ
2023
Caitlin John
Michigan
$145K +$1.16K +10 +0.8%
BAM
2024
Bellevue Asset Management
Washington
$144K – – –
PA
2025
PSI Advisors
Florida
$143K -$155K -1,334 -52%
79 80
81
82 83