Maxele Advisors, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Maxele Advisors, LLC opened 10 positions, added to 24, reduced 20, sold out of 8 and left 4 unchanged. The largest increase in value was XLI (+$5,167,997); the largest decrease was XLI (-$4,365,718).
- XLI: Country of operation —; Class STATE STREET IND; Shares 2025-12-31 28,144; Shares 2026-06-30 0.
- XLF: Country of operation —; Class STATE STREET FIN; Shares 2025-12-31 66,225; Shares 2026-06-30 0.
- XLV: Country of operation —; Class STATE STREET HEA; Shares 2025-12-31 22,840; Shares 2026-06-30 0.
- XLB: Country of operation —; Class STATE STREET MAT; Shares 2025-12-31 8,040; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2096567): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| IF Advisors, LLC | United States | $0.123B | 41 |
| Ares Systematic Credit Ltd | United Kingdom | $0.123B | 145 |
| BLUE JEAN FINANCIAL LLC | United States | $0.123B | 74 |
| BALANCE CAPITAL PARTNERS L.P. | United States | $0.123B | 3 |
| ArborFi Advisors, LLC | United States | $0.123B | 49 |
| WASHINGTON CAPITAL MANAGEMENT, INC | United States | $0.123B | 111 |
| Madison Park Capital Advisors, LLC | United States | $0.123B | 62 |
| Madrid Wealth Management, LLC | United States | $0.123B | 72 |
| Tenzing Financial LLC | United States | $0.123B | 68 |
| Laurus Global Equity Management Inc. | Canada | $0.123B | 44 |