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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2001
Spinnaker Investment Group
California
$271K -$8.46K -60 -3%
BF
2002
Blankinship & Foster
California
$271K – – –
AWM
2003
Affinity Wealth Management
Delaware
$271K +$1.69K +12 +0.6%
BSA
2004
Braun Stacey Associates
New York
$270K -$230K -1,631 -45%
PAM
2005
Peak Asset Management
Colorado
$270K – – –
MFF
2006
Michels Family Financial
Texas
$270K +$17.3K +123 +6%
SGK
2007
Steigerwald Gordon & Koch
Virginia
$270K – – –
TFS
2008
truNorth Financial Services
Pennsylvania
$270K +$28.9K +205 +11%
HG
2009
Harbor Group
New Hampshire
$270K +$423 +3 +0.1%
APW
2010
Atlantic Private Wealth
North Carolina
$269K – – –
AFG
2011
Allegheny Financial Group
Pennsylvania
$269K +$1.69K +12 +0.6%
WCG
2012
Weaver Consulting Group
California
$269K -$4.79K -34 -2%
ACM
2013
Appalachian Capital Management
Ohio
$269K +$423 +3 +0.1%
GC
2014
GatePass Capital
Ohio
$268K – – –
AWP
2015
Abacus Wealth Partners
California
$268K +$284K +2,017 New
AGC
2016
Aspen Grove Capital
Colorado
$268K -$162K -1,147 -36%
SA
2017
SRH Advisors
Kansas
$268K – – –
BW
2018
BXM Wealth
Colorado
$266K -$27.6K -196 -9%
FGC
2019
First Growth Capital
Maryland
$266K +$17.2K +122 +7%
GC
2020
Gruss & Co
Florida
$266K – – –
LWA
2021
Ledgewood Wealth Advisors
New Hampshire
$266K – – –
SNBOSCI
2022
Security National Bank of Sioux City Iowa
Iowa
$266K – – –
ACM
2023
Aljian Capital Management
Nevada
$266K +$282K +2,000 New
AC
2024
ASB Consultores
Florida
$266K -$19.4K -138 -8%
SAFS
2025
S&A Financial Services
Kansas
$265K +$281K +1,997 New
79 80
81
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