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XLBI · State Street(R) Materials Select Sector SPDR(R) Premium Income ETF · Holdings ETF

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$22.43 -0.47 (-2.05%)
Volume · Oct 1 17.21K Avg daily vol (3M) 5953

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 2
Total Value: $2,985,206
Total Shares: 124,337

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
99.6%
Sep 2025 → Jun 2026 · range 88.6% – 100.0%
+8.6 pts
Top 5
100.0%
Sep 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,927
Sep 2025 → Jun 2026 · range 7,980 – 10,000
Highly concentrated+1,575

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
3
Unchanged
0
Holder count: -2
Institutional value: -2.1%
Shares held: -3.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Wealthcare Advisory Partners LLC +6,449 123,884

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
UBS Group AG 453 $10,876

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,067 $237,963
WealthShield Partners, LLC 1,115 $26,356
CWM, LLC 355 $8,391
Filter: New 1 Increased 1 Reduced 0 Sold out 3 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Wealthcare Advisory Partners LLC $2,974,330 99.64% 123,884
UBS Group AG $10,876 0.36% 453