State Street Energy Select Sector SPDR Premium Income ETF
XLEI
9 hedge funds and large institutions have $5.64M invested in State Street Energy Select Sector SPDR Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
323% more capital invested
Capital invested by funds: $1.33M → $5.64M (+$4.31M)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
200% more funds holding
Funds holding: 3 → 9 (+6)
3.19% less ownership
Funds ownership: 23.73% → 20.54% (-3.2%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.76M |
| 2 |
SWM
SHP Wealth Management
Plymouth,
Massachusetts
|
+$762K |
| 3 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
+$664K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$384K |
| 5 |
Jane Street
New York
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gruss & Co
West Palm Beach,
Florida
|
-$341K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$295K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.9M | +$1.76M | +67,254 | New |
|
|
MWM
2
Moulton Wealth Management
Spokane,
Washington
| $1.51M | +$664K | +25,317 | New |
|
|
SWM
3
SHP Wealth Management
Plymouth,
Massachusetts
| $822K | +$762K | +29,060 | New |
|
|
IFG
4
Independent Financial Group
San Diego,
California
| $414K | +$384K | +14,650 | New |
|
|
5
Jane Street
New York
| $340K | +$315K | +12,026 | New |
|
6
Goldman Sachs
New York
| $283K | +$262K | +10,000 | New |
|
|
GC
7
Gruss & Co
West Palm Beach,
Florida
| $276K | -$341K | -13,000 | -74% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $66.2K | +$61.4K | +2,340 | New |
|
|
WP
9
WealthShield Partners
Cary,
North Carolina
| $35.1K | +$32.5K | +1,240 | New |
|
10
Wells Fargo
San Francisco,
California
| $11 | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$295K | -12,218 | Closed |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$256K | -10,630 | Closed |
|
XLEI Hedge Fund Activity: Q1 2026 in Review
9 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR Premium Income ETF (XLEI) for Q1 2026, worth a combined $5.64M — up 323% from $1.33M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XLEI positions and 2 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $1.76M. The largest seller was Gruss & Co, cutting an estimated $341K.
- 9 institutional investors held State Street Energy Select Sector SPDR Premium Income ETF (XLEI) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $5.64M of State Street Energy Select Sector SPDR Premium Income ETF stock for Q1 2026, up 323% quarter-over-quarter.
- 8 funds opened new State Street Energy Select Sector SPDR Premium Income ETF positions in Q1 2026 and 2 closed out, a net change of +6 holders.
- The largest State Street Energy Select Sector SPDR Premium Income ETF buyer in Q1 2026 was Wealthcare Advisory Partners, an estimated $1.76M added.
- The largest State Street Energy Select Sector SPDR Premium Income ETF seller in Q1 2026 was Gruss & Co, an estimated $341K sold.
Based on aggregated 13F filings for Q1 2026.