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XLEI SELECT SECTOR SPDR TR

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COM (fund)

10 managers (10 13F filers) reported a position in XLEI shares at 2026-06-30, 440,348 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
10
13F filers
10
New
6
Added
2
Reduced
1
Sold out
5
Shares held by filers
440,348

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foguth Wealth Management, LLC.251,245$6.67M0.76%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …70,317$1.77M0.03%+3,06313F-HRTimelineGroup
OLD MISSION CAPITAL LLC55,532$1.4M0.04%new13F-HRTimeline
SHP Wealth Management34,088$860K0.06%+5,02813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,595$419K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,246$258K<0.01%-4,40413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,100$53K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC125$3.15K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$3K<0.01%new13F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.