Who owns XLUI?
State Street Utilities Select Sector SPDR Premium Income ETF · State Street
6 institutions reported holding XLUI, worth $694K, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of XLUI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | Raleigh, NC | $427K | 17,245 | New position |
| Old Mission Capital LLC | Chicago, IL | $256K | 10,348 | New position |
| PIN Oak Investment Advisors Inc. | Houston, TX | $7K | 300 | +50 shares |
| Allworth Financial LP | Folsom, CA | $2K | 100 | New position |
| Investors Portfolio Services LLC | Puyallup, WA | $2K | 75 | New position |
| Wells Fargo & Company | San Francisco, CA | $33 | 1 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLUI?
6 institutional managers reported holding XLUI in Form 13F filings for June 30, 2026, worth $694K in total. The largest reported position was held by Capital Investment Advisory Services, LLC, at $427K.
Did institutions buy or sell XLUI last quarter?
Reported 13F value fell 97.4% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLUI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.