13F

Stock

Select Sector Spdr Tr

Ticker not mapped · held by 7 managers

Reported value

$9.02M

Holders

7

+5 new · −1 exited

Holders’ est. mark

−$338.6K

Price effect on 2 books still in the name

Largest holder

$5.1M

Arkadios Wealth Advisors

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Arkadios Wealth Advisors202.9K$5.1M−$243.4KAdded$236.4K
StoneCrest Wealth Management, Inc.72K$1.81M−$95.3KCut−$482.5K
MOULTON WEALTH MANAGEMENT, INC12K$1.77MNew
OLD MISSION CAPITAL LLC13.2K$331.1KNew
WealthShield Partners, LLC783$19.7KNew
UBS Group AG15$377New
WELLS FARGO & COMPANY/MN1$20New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.