XLII Institutional Ownership
State Street Industrial Select Sector SPDR Premium Income ETF
1W: +0.3%
1M: -2.3%
3M: -7.7%
YTD: -1.9%
$24.24
+0.19 (+0.79%)
Weekly Expected Move ±1.8%
$23
$24
$24
$25
$25
Overview
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Institutional Ownership — XLII
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
1
Increased
6
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 85,181 | $2M | +4,910 | +6.1% | 2Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,044 | $243K | -586 | -5.5% | 4Q | SEC ↗ |
| 3 | CWM, LLC NEW | 1,350 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Capital Investment Advisory Services, NEW | 1,000 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 5 | NATIONAL BANK OF CANADA /FI | 30 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 0 | $0K | -6,582 | -100.0% | 1Q | SEC ↗ |
| 8 | MOULTON WEALTH MANAGEMENT, INC | 0 | $0K | -8,552 | -100.0% | 1Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC | 0 | $0K | -10,678 | -100.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 0 | $0K | -277 | -100.0% | 1Q | SEC ↗ |
| 11 | WealthShield Partners, LLC | 0 | $0K | -675 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 1,350 | $33K |
| Capital Investment Advisory Service | 1,000 | $24K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 10,678 | $259K |
| MOULTON WEALTH MANAGEMENT, INC | 8,552 | $207K |
| Balyasny Asset Management L.P. | 6,582 | $160K |
| WealthShield Partners, LLC | 675 | $16K |
| UBS Group AG | 277 | $7K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +4,910 | +6.1% | 85,181 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -586 | -5.5% | 10,044 |