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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2001
Atlantic Private Wealth
North Carolina
$188K – – –
SMA
2002
Sage Mountain Advisors
Georgia
$186K +$6.98K +60 +4%
PG
2003
Proffitt & Goodson
Tennessee
$180K – – –
RFG
2004
REAP Financial Group
Texas
$180K -$2.56K -22 -1%
CFO
2005
CVA Family Office
Colorado
$175K +$8.14K +70 +5%
EFG
2006
Ethos Financial Group
Pennsylvania
$174K +$174K +1,498 New
PPA
2007
Painted Porch Advisors
California
$171K – – –
AW
2008
Avion Wealth
Texas
$168K -$76.8K -660 -31%
SFC
2009
SYM Financial Corp
Indiana
$164K +$6.05K +52 +4%
GBT
2010
Grove Bank & Trust
Florida
$163K – – –
SI
2011
Sava Infond
Slovenia
$163K +$163K +1,400 New
GP
2012
Greenline Partners
New York
$159K +$159K +1,370 New
BHWM
2013
Beaird Harris Wealth Management
Texas
$159K -$1.13M -9,728 -88%
NCM
2014
Northwest Capital Management
Oregon
$159K – – –
PCTC
2015
Perkins Coie Trust Company
Washington
$155K – – –
OC
2016
Oarsman Capital
Wisconsin
$153K -$23.7K -204 -13%
SIC
2017
SJS Investment Consulting
Ohio
$152K – – –
SO
2018
Sierra Ocean
California
$151K +$151K +1,296 New
OAJ
2019
Ogorek Anthony Joseph
New York
$148K +$233 +2 +0.2%
MWM
2020
MGB Wealth Management
Texas
$148K – – –
WPA
2021
West Paces Advisors
Georgia
$146K +$28.2K +242 +24%
CJ
2022
Caitlin John
Michigan
$145K +$1.16K +10 +0.8%
BAM
2023
Bellevue Asset Management
Washington
$144K – – –
PA
2024
PSI Advisors
Florida
$143K -$155K -1,334 -52%
BPAMU
2025
BTG Pactual Asset Management US
New York
$140K +$141K +1,208 New
79 80
81
82 83