14 institutions reported holding $11.4M of SELECT SECTOR SPDR TR (XLEI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foguth Wealth Management, LLC. ($6.7M), Wealthcare Advisory Partners LLC ($1.8M), OLD MISSION CAPITAL LLC ($1.4M), SHP Wealth Management ($860,031), CITADEL ADVISORS LLC ($418,692). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foguth Wealth Management, LLC. | $6.7M | 251,245 | New |
| 2 | Wealthcare Advisory Partners LLC | $1.8M | 70,317 | Added |
| 3 | OLD MISSION CAPITAL LLC | $1.4M | 55,532 | New |
| 4 | SHP Wealth Management | $860,031 | 34,088 | Added |
| 5 | CITADEL ADVISORS LLC | $418,692 | 16,595 | New |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $258,496 | 10,246 | Trimmed |
| 7 | BARCLAYS PLC | $52,983 | 2,100 | New |
| 8 | Key Capital Management, INC | $3,154 | 125 | New |
| 9 | PIN OAK INVESTMENT ADVISORS INC | $3,000 | 100 | New |
| 10 | Gruss & Co., LLC | $0 | 0 | Exited |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | MOULTON WEALTH MANAGEMENT, INC | $0 | 0 | Exited |
| 13 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 14 | WealthShield Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30