Institutional Ownership
Select Sector Spdr Tr
CUSIP 81369Y746STATE STREET HEAXLVIQ1 2026
Institutional Holders
7
13F filers
Shares Held
300.8K
Aggregate institutional
Institutional Value
$9.02M
Q1 2026
Net New Holders
+4
5 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased1
Decreased1
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 202.9K | $5.10M | +19.1K | Added |
| 2 | Stonecrest Wealth Management, Inc. | 72.0K | $1.81M | −14.7K | Reduced |
| 3 | Moulton Wealth Management, Inc | 12.0K | $1.77M | +12.0K | New |
| 4 | Old Mission Capital LLC | 13.2K | $331.1K | +13.2K | New |
| 5 | Wealthshield Partners, LLC | 783 | $19.7K | +783 | New |
| 6 | Ubs Group AG | 15 | $377 | +15 | New |
| 7 | Wells Fargo & Company/Mn | 1 | $20 | +1 | New |