SELECT SECTOR SPDR TRUST (XLEI)

Management Company · ARCX · Series S000093836 · View on SEC EDGAR ↗

Holdings data is not available for this fund yet.

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Fund flows (SEC-reported)

Last month (Mar 2026)
+$10.7M
Quarter ending Mar 2026
+$19.7M
Trailing 9 months
+$24.4M

Jul 2025 – Mar 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 9 holdings

NameCUSIP Value % Balance Category Country
State Street Energy Select Sector SPDR ETF 81369Y506 $26.8M 101.85 438,022 EC US
State Street Global Advisors 857492706 $157K 0.60 156,762 STIV US
State Street Global Advisors 857492706 $21K 0.08 21,162 STIV US
Morgan Stanley & Co. LLC -$8K -0.03 -91 DE US
Morgan Stanley & Co. LLC -$14K -0.05 -312 DE US
Morgan Stanley & Co. LLC -$15K -0.06 -234 DE US
Morgan Stanley & Co. LLC -$30K -0.11 -270 DE US
Morgan Stanley & Co. LLC -$106K -0.40 -445 DE US
Morgan Stanley & Co. LLC -$541K -2.05 -3,016 DE US

Institutional owners (13F) 10 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Foguth Wealth Management, LLC. $6,670,560 57.98% 251,245 Shares June 30, 2026
Wealthcare Advisory Partners LLC $1,774,091 15.42% 70,317 Shares June 30, 2026
OLD MISSION CAPITAL LLC $1,401,072 12.18% 55,532 Shares June 30, 2026
SHP Wealth Management $860,031 7.48% 34,088 Shares June 30, 2026
CITADEL ADVISORS LLC $418,692 3.64% 16,595 Shares June 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC $258,496 2.25% 10,246 Shares June 30, 2026
CWM, LLC $66,181 0.58% 2,340 Shares March 31, 2026
BARCLAYS PLC $52,983 0.46% 2,100 Shares June 30, 2026
Key Capital Management, INC $3,154 0.03% 125 Shares June 30, 2026
PIN OAK INVESTMENT ADVISORS INC $3 0.00% 100 Shares June 30, 2026

Peer funds

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