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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 2026-03-31, 166,387 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
10
13F filers
10
New
9
Added
0
Reduced
1
Sold out
2
Shares held by filers
166,387

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,254$1.9M0.04%new13F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC25,317$1.51M1.03%new13F-HRTimeline
SHP Wealth Management29,060$822K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,650$414K0.01%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,026$340K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,000$283K<0.01%new13F-HRTimelineGroup
Gruss & Co., LLC4,500$276K0.64%-13,00013F-HRTimeline
CWM, LLCin group CWM, LLC2,340$66.2K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC1,240$35.1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%new13F-HR/ATimelineGroupAmount filed as zero, left out of ratios.