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 | 202,935 | 5,095 | 0.08% | 0.09% | 1 | +19,109 | 10.4% | Q1 2026 | May 18, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 71,959 | 1,806 | 0.76% | 0.92% | 2 | -14,650 | -16.92% | Q1 2026 | Apr 08, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 11,966 | 1,767 | 1.2% | — | 3 | +11,966 | New | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,188 | 331 | 0.01% | — | 4 | +13,188 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | New | 783 | 19 | 0.0% | — | 5 | +783 | New | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,669 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |