SELECT SECTOR SPDR TRUST - XLEI
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 | New | 67,254 | 1,902 | 0.04% | — | 1 | +67,254 | New | Q1 2026 | Apr 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 25,317 | 1,505 | 1.02% | — | 2 | +25,317 | New | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | New | 29,060 | 821 | 0.06% | — | 3 | +29,060 | New | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 14,650 | 414 | 0.01% | — | 4 | +14,650 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,026 | 340 | 0.0% | — | 5 | +12,026 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,000 | 282 | 0.0% | — | 6 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Gruss & Co., LLC | History | Reduced | 4,500 | 275 | 0.64% | 1.72% | 7 | -13,000 | -74.29% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | New | 2,340 | 66 | 0.0% | — | 8 | +2,340 | New | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | New | 1,240 | 35 | 0.0% | — | 9 | +1,240 | New | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,218 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,630 | -100.0% | Q1 2026 | May 15, 2026 |