SS Energy SS SPDR PremXLEIETF
13F holders, Q1 2026 (March 31)9holders +6
9new positions
2sold out
$33.92avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding SS Energy SS SPDR Prem Inc. (XLEI) in their 13F filings, up 6 from Q4 2025. 9 opened new positions and 2 sold out. The largest holders were Wealthcare Advisory Partners LLC ($1.9M), Moulton Wealth Management, Inc. ($1.5M) and SHP Wealth Management ($822K).
- Company
- SS Energy SS SPDR Prem Inc.
- Filed as
- SELECT SECTOR SPDR TR (Q1 2026)
- CUSIP
- 81369Y829
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.4M |
| Exits | 2 | $551K |
All 13F filers, Q4 2025 → Q1 2026: 161,887 shares bought and 35,848 shares sold, net +126,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Wealthcare Advisory Partners LLC | 0.04% | New | 67,254 | $1.9M |
| Moulton Wealth Management, Inc. | 1.03% | New | 25,317 | $1.5M |
| SHP Wealth Management | 0.06% | New | 29,060 | $822K |
| Independent Financial Group, LLC | 0.01% | New | 14,650 | $414K |
| Jane Street Group, LLC | 0.00% | New | 12,026 | $340K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,000 | $283K |
| Gruss & Co., LLC | 0.64% | Reduce -74.3% | 4,500 | $276K |
| Cwm, LLC | 0.00% | New | 2,340 | $66K |
| WealthShield Partners, LLC | 0.00% | New | 1,240 | $35K |
"% of holder's portfolio" is XLEI's weight in each manager's 13F, not the share of SS Energy SS SPDR Prem Inc. the manager owns.