XLUI Institutional Ownership
State Street Utilities Select Sector SPDR Premium Income ETF
1W: +0.9%
1M: -6.6%
3M: -12.0%
YTD: -14.3%
$21.45
+0.10 (+0.47%)
Weekly Expected Move ±1.7%
$21
$21
$21
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLUI
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
4
New Positions
1
Increased
3
Reduced
3
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisory Services, NEW | 17,245 | 370K | — | +0.0% | 1Q | SEC ↗ |
| 2 | OLD MISSION CAPITAL LLC NEW | 10,348 | 222K | — | +0.0% | 1Q | SEC ↗ |
| 3 | CWM, LLC NEW | 1,308 | 28K | — | +0.0% | 1Q | SEC ↗ |
| 4 | PIN OAK INVESTMENT ADVISORS INC | 300 | 6K | +50 | +20.0% | 3Q | SEC ↗ |
| 5 | Allworth Financial LP NEW | 100 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Investors Portfolio Services LLC NEW | 75 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -9,707 | -100.0% | 1Q | SEC ↗ |
| 9 | NATIONAL BANK OF CANADA /FI | 0 | 0K | -5,000 | -100.0% | 1Q | SEC ↗ |
| 10 | Balyasny Asset Management L.P. | 0 | 0K | -569,304 | -100.0% | 1Q | SEC ↗ |
| 11 | Keystone Wealth Services, LLC | 0 | 0K | -9,502 | -100.0% | 1Q | SEC ↗ |
| 12 | MOULTON WEALTH MANAGEMENT, INC | 0 | 0K | -21,619 | -100.0% | 1Q | SEC ↗ |
| 13 | WealthShield Partners, LLC | 0 | 0K | -1,519 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Capital Investment Advisory Service | 17,245 | 370K |
| OLD MISSION CAPITAL LLC | 10,348 | 222K |
| CWM, LLC | 1,308 | 28K |
| Allworth Financial LP | 100 | 2K |
| Investors Portfolio Services LLC | 75 | 2K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 569,304 | 12M |
| MOULTON WEALTH MANAGEMENT, INC | 21,619 | 464K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,707 | 208K |
| Keystone Wealth Services, LLC | 9,502 | 204K |
| NATIONAL BANK OF CANADA /FI | 5,000 | 107K |
| WealthShield Partners, LLC | 1,519 | 33K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PIN OAK INVESTMENT ADVISORS INC | +50 | +20.0% | 300 |
Biggest Decreases (0)
None.