SELECT SECTOR SPDR TRUST - XLCI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Talisman Wealth Advisors LLC | History | New | 23,373 | 1,029 | 0.77% | — | 1 | +23,373 | New | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 11,873 | 274 | 0.0% | — | 2 | +11,873 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -88,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.54% | — | -7,111 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -922 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q2 2026 | Aug 13, 2026 |