DOSSIER · 13F Holders · Q3 2026
XLYI

CON DIS SEL SCT SPDR PRM INC

5 institutions still hold CON DIS SEL SCT SPDR PRM INC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y738·5 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$40M
visible holders
Holders
5
filers reporting
Concentration
99.37%
Foguth Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported XLYI in Q3 2026. Foguth Wealth Management, LLC. leads at 99.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Foguth Wealth Management, LLC.
CIK 0002016322
$40M1.8M4.06%Q3 2026
02
OLD MISSION CAPITAL LLC
CIK 0001455915
$213K9K0.00%Q2 2026
03
Farther Finance Advisors, LLC
CIK 0001992825
$28K1K0.00%Q3 2026
04
Caitlin John, LLC
CIK 0002010947
$10K4500.01%Q2 2026
05
UBS Group AG
CIK 0001610520
$2K1020.00%Q2 2026