SELECT SECTOR SPDR TRUST - XLVI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | History | Added to | 226,086 | 5,959 | 0.09% | 0.08% | 1 | +23,151 | 11.41% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | New | 1,900 | 50 | 0.0% | — | 2 | +1,900 | New | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 1,171 | 30 | 0.0% | — | 3 | +1,171 | New | Q2 2026 | Aug 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 200 | 5 | 0.0% | — | 4 | +200 | New | Q2 2026 | Aug 18, 2026 |
| StoneCrest Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.76% | — | -71,959 | -100.0% | Q2 2026 | Jul 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,188 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.2% | — | -11,966 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |