SELECT SECTOR SPDR TRUST - XLKI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 208,343 | 27,688 | 0.04% | — | 1 | +208,343 | New | Q1 2026 | May 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 10,877 | 1,468 | 1.0% | — | 2 | +10,877 | New | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,940 | 165 | 0.0% | 0.0% | 3 | -197 | -2.76% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | New | 537 | 12 | 0.0% | — | 4 | +537 | New | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,360 | -100.0% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,875 | -100.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -564 | -100.0% | Q1 2026 | Apr 24, 2026 |