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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | History | New | 17,245 | 426 | 0.03% | — | 1 | +17,245 | New | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,348 | 256 | 0.0% | — | 2 | +10,348 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,308 | 32 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 300 | 7 | 0.0% | 0.0% | 4 | +50 | 20.0% | Q2 2026 | Aug 18, 2026 |
| Allworth Financial LP | History | New | 100 | 2 | 0.0% | — | 5 | +100 | New | Q2 2026 | Aug 11, 2026 |
| Investors Portfolio Services LLC | History | New | 75 | 1 | 0.0% | — | 6 | +75 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.39% | — | -6,490,104 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.68% | — | -21,619 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,519 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |