XLEI

SS Energy SS SPDR Prem IncETF$27.09 0.00%
UnclassifiedUSCUSIP 81369Y829· EOD Jul 24, 2026◍ Confluence graph
Tracked 13F Holders
7
-2 QoQ
13F Value (tracked)
$9.4M
13F Moves · latest Q
2 added
1 trimmed
Recent Filings
0

Price & smart-money activity

$27.09 0.00%1Y +8.6%
$23.31$24.71$26.12$27.53$28.93Jul 2025OctDecMar 2026MayJul22
Hover for who · click for detailEnd-of-day closing prices52w $23.70 – $28.55

Who owns XLEI?

7 tracked 13F filers

7 tracked 13F filers disclose a position in XLEI as of the latest SEC 13F filings, a combined $9.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Foguth Wealth Management, LLC.
$6.7M
251K
New
+251K sh
Q2 2026
2Wealthcare Advisory Partners LLC
$1.8M
70K
+4.5%
Added · +3K sh
Q2 2026
3JANE STREET GROUP, LLC
$340K
12K
−70%
Reduced · −28K sh
Q1 2026
4INDEPENDENT FINANCIAL GROUP, LLC
$258K
10K
−30%
Reduced · −4K sh
Q2 2026
5GOLDMAN SACHS GROUP INC
$283K
10K
New
+10K sh
Q1 2026
6CWM, LLC
$66K
2K
New
+2K sh
Q1 2026
7Key Capital Management, INC
$3K
125
New
+125 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XLEI being bought or sold by institutions?

Last quarter, 1 fund opened a new position in XLEI and 1 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Funds that own XLEI also own

CompanyCo-held byCombined value
STE STR SPDR PT S&P 500 ETFSPYM3 funds$1.2B
ISHARES CORE S&P 500 ETFIVV3 funds$1.0B
NVIDIA CORPNVDA3 funds$969.4M
APPLE INCAAPL3 funds$884.6M
STE STR SPDR PT DW EU ETFSPDW3 funds$878.7M
SS SPDR S&P 500 ETF TRUST-USSPY3 funds$622.7M
ISHARES S&P 500 GROWTH ETFIVW3 funds$547.5M
ISHARES S&P 500 VALUE ETFIVE3 funds$547.3M
MICROSOFT CORPMSFT3 funds$546.6M
SS SPDR P S&P 1500 COMP ETFSPTM3 funds$478.7M
ISHRS US E F R A ETF-USD INCDYNF3 funds$470.9M
INVESCO QQQ TRUST SERIES 1QQQ3 funds$445.5M

Ranked by how many of XLEI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds+2 since Q3 2025
036Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $8.7M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XLEI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XLEI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XLEI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XLEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.