SELECT SECTOR SPDR TRUST - XLUI
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 | 6,490,104 | 297,830 | 0.39% | — | 1 | +6,490,104 | New | Q1 2026 | May 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 21,619 | 1,003 | 0.68% | — | 2 | +21,619 | New | Q1 2026 | Apr 08, 2026 |
| WealthShield Partners, LLC | History | New | 1,519 | 38 | 0.0% | — | 3 | +1,519 | New | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | New | 1,308 | 32 | 0.0% | — | 4 | +1,308 | New | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 250 | 6 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,707 | -100.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,502 | -100.0% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |