SELECT SECTOR SPDR TR (XLEI)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio3x

44th percentile

9 buying3 selling

+9

New

-2

Closed

+126K

Net shares

Ownership Concentration

Top 5: 89.1%Top 10: 100.0%

Wealthcare Advisory Partners40.4%

SHP Wealth Management17.5%

MOULTON WEALTH MANAGEMENT,15.2%

INDEPENDENT FINANCIAL GROUP,8.8%

JANE STREET GROUP,7.2%

Others (5)10.9%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.20%Max: 1.03%High conviction (>1%): 1

Wealthcare Advisory Partners

SHP Wealth Management

MOULTON WEALTH MANAGEMENT,

INDEPENDENT FINANCIAL GROUP,

WealthShield Partners,

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio3x

44th percentile

9 buying3 selling

+9

New

-2

Closed

+126K

Net shares

Ownership Concentration

Top 5: 89.1%Top 10: 100.0%

Wealthcare Advisory Partners40.4%

SHP Wealth Management17.5%

MOULTON WEALTH MANAGEMENT,15.2%

INDEPENDENT FINANCIAL GROUP,8.8%

JANE STREET GROUP,7.2%

Others (5)10.9%

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio3x

44th percentile

9 buying3 selling

+9

New

-2

Closed

+126K

Net shares

Ownership Concentration

Top 5: 89.1%Top 10: 100.0%

Wealthcare Advisory Partners40.4%

SHP Wealth Management17.5%

MOULTON WEALTH MANAGEMENT,15.2%

INDEPENDENT FINANCIAL GROUP,8.8%

JANE STREET GROUP,7.2%

Others (5)10.9%

Institutional Trends (3 Quarters)

No trend data available for this metric.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)