XLVI Institutional Ownership
State Street Health Care Select Sector SPDR Premium Income ETF
1W: -1.7%
1M: -4.1%
3M: -2.1%
YTD: +4.8%
$25.71
+0.01 (+0.04%)
Weekly Expected Move ±1.8%
$25
$25
$26
$26
$27
Overview
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Holdings
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Short Interest
Dividends
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Institutional Ownership — XLVI
10
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
3
New Positions
1
Increased
5
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 | 226,086 | 6M | +23,151 | +11.4% | 3Q | SEC ↗ |
| 2 | MORGAN STANLEY NEW | 1,900 | 49K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Strategic Wealth Partners, Ltd. NEW | 1,171 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 4 | PIN OAK INVESTMENT ADVISORS INC NEW | 200 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 6 | UBS Group AG | 0 | 0K | -15 | -100.0% | 1Q | SEC ↗ |
| 7 | WealthShield Partners, LLC | 0 | 0K | -783 | -100.0% | 1Q | SEC ↗ |
| 8 | MOULTON WEALTH MANAGEMENT, INC | 0 | 0K | -11,966 | -100.0% | 1Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 0 | 0K | -14,669 | -100.0% | 2Q | SEC ↗ |
| 10 | StoneCrest Wealth Management, Inc. | 0 | 0K | -71,959 | -100.0% | 2Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC | 0 | 0K | -13,188 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 1,900 | 49K |
| Strategic Wealth Partners, Ltd. | 1,171 | 30K |
| PIN OAK INVESTMENT ADVISORS INC | 200 | 5K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| StoneCrest Wealth Management, Inc. | 71,959 | 2M |
| JANE STREET GROUP, LLC | 14,669 | 377K |
| OLD MISSION CAPITAL LLC | 13,188 | 339K |
| MOULTON WEALTH MANAGEMENT, INC | 11,966 | 308K |
| WealthShield Partners, LLC | 783 | 20K |
| UBS Group AG | 15 | 0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +23,151 | +11.4% | 226,086 |
Biggest Decreases (0)
None.