Who owns XLEI?
State Street Energy Select Sector SPDR Premium Income ETF · State Street
10 institutions reported holding XLEI, worth $11.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XLEI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foguth Wealth Management, LLC. | Brighton, MI | $6.7M | 251,245 | New position |
| Wealthcare Advisory Partners LLC | West Chester, PA | $1.8M | 70,317 | +3,063 shares |
| Old Mission Capital LLC | Chicago, IL | $1.4M | 55,532 | New position |
| SHP Wealth Management | Plymouth, MA | $860K | 34,088 | +5,028 shares |
| Citadel Advisors LLC | Miami, FL | $419K | 16,595 | New position |
| Independent Financial Group, LLC | San Diego, CA | $258K | 10,246 | −4,404 shares |
| Barclays PLC | London, United Kingdom | $53K | 2,100 | New position |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $3K | 125 | New position |
| PIN Oak Investment Advisors Inc. | Houston, TX | $3K | 100 | New position |
| Wells Fargo & Company | San Francisco, CA | $0 | 0 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLEI?
10 institutional managers reported holding XLEI in Form 13F filings for June 30, 2026, worth $11.4M in total. The largest reported position was held by Foguth Wealth Management, LLC., at $6.7M.
Did institutions buy or sell XLEI last quarter?
Reported 13F value rose 105.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLEI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.