SELECT SECTOR SPDR TRUST - XLBI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | History | Added to | 123,884 | 2,974 | 0.06% | 0.05% | 1 | +6,449 | 5.49% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | New | 453 | 10 | 0.0% | — | 2 | +453 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 355 | 8 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,067 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,115 | -100.0% | Q2 2026 | Aug 12, 2026 |