XLEI SELECT SECTOR SPDR TR
FollowCOM (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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Foguth Wealth Management, LLC. | 251,245 | $6.67M | 0.76% | new | 13F-HRTimeline |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 70,317 | $1.77M | 0.03% | +3,063 | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 55,532 | $1.4M | 0.04% | new | 13F-HRTimeline |
| SHP Wealth Management | 34,088 | $860K | 0.06% | +5,028 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 16,595 | $419K | <0.01% | new | 13F-HRTimelineGroup |
| INDEPENDENT FINANCIAL GROUP, LLC | 10,246 | $258K | <0.01% | -4,404 | 13F-HRTimeline |
| BARCLAYS PLCin group BARCLAYS PLC | 2,100 | $53K | <0.01% | new | 13F-HRTimelineGroup |
| Key Capital Management, INC | 125 | $3.15K | <0.01% | new | 13F-HRTimeline |
| PIN OAK INVESTMENT ADVISORS INC | 100 | $3K | <0.01% | new | 13F-HR/ATimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $0 | 0% | 0 | 13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |