Vault-13

SELECT SECTOR SPDR TR XLVI

STATE STREET HEA · ETP · CUSIP 81369Y746

5 institutional holders -2 vs Q1 2026
229,358229.4k shares reported held*
$6.0mreported value*
3 new 1 added 0 reduced 5 sold out net sold ≈ $1.9m (-71.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.36.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 25: 1Q4 25: 3Q1 26: 7Q2 26: 55Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20251
Q4 20253
Q1 20267
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 25: 2 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 4 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202521
Q1 202662
Q2 202645

Biggest buyers

Arkadios Wealth Advisors Added +23,151+23.2k
MORGAN STANLEY New +1,900+1.9k
Strategic Wealth Partners, Ltd. New +1,171+1.2k
PIN OAK INVESTMENT ADVISORS INC New +200+200

Biggest sellers

StoneCrest Wealth Management, Inc. Sold out -71,959-72.0k
OLD MISSION CAPITAL LLC Sold out -13,188-13.2k
MOULTON WEALTH MANAGEMENT, INC Sold out -11,966-12.0k
WealthShield Partners, LLC Sold out -783-783
UBS Group AG Sold out -15-15

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Arkadios Wealth Advisors 0.09% of their portfolio ATLANTA, GA 226,086226.1k $6.0m $6.0m 0.09% Added +23.2k +23,151
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,9001.9k $50.1k $50.1k 0.00% New
3 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 1,1711.2k $30.9k $30.9k 0.00% New
4 PIN OAK INVESTMENT ADVISORS INC 0.00% of their portfolio HOUSTON, TX 200200 $5.0k $5.0k 0.00% New
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $18 $18 0.00% Unchanged