SELECT SECTOR SPDR TR (XLEI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
9
Reporting holders
$11.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Foguth Wealth Management, LLC. | $6.7M | 251,245 | 0.76% | new | NEW |
| Wealthcare Advisory Partners LLC | $1.8M | 70,317 | 0.03% | 2q | +4.6%+$77.3K |
| OLD MISSION CAPITAL LLC | $1.4M | 55,532 | 0.02% | new | NEW |
| SHP Wealth Management | $860.0K | 34,088 | 0.06% | 2q | +17.3%+$126.9K |
| CITADEL ADVISORS LLC | $418.7K | 16,595 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $258.5K | 10,246 | 0.00% | 2q | -30.1%-$111.1K |
| BARCLAYS PLC | $53.0K | 2,100 | 0.00% | new | NEW |
| Key Capital Management, INC | $3.2K | 125 | 0.00% | new | NEW |
| PIN OAK INVESTMENT ADVISORS INC | $3 | 100 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $0 | 0 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $11.4M | 440,248 | 5 | 2 | 1 | 0.0% |
| Q1 2026 | 10 | $5.6M | 166,387 | 9 | 0 | 1 | 0.0% |
| Q4 2025 | 3 | $1.3M | 40,348 | 2 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $506.8K | 20,203 | 2 | 0 | 0 | 0.0% |