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 |
| Gruss & Co., LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -17,500 | -100.0% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,218 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,630 | -100.0% | Q4 2025 | Feb 17, 2026 |