SS UTILITIES SS SPDR PRM INC (XLUI) Institutional Ownership Changes & 13F Activity
SS UTILITIES SS SPDR PRM INC (XLUI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Foguth Wealth Management, Llc., Capital Investment Advisory Services, Llc, Old Mission Capital Llc, Farther Finance Advisors, Llc, and Pin Oak Investment Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Capital Investment Advisory Services, Llc | Buy | +56,650 | +328.5% | 73,895 | $1.60M | Q3 2026 | Oct 30, 2026 |
| Foguth Wealth Management, Llc. | Buy | +1,285,536 | — | 1,285,536 | $29.00M | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, Llc | Buy | +1,971 | — | 1,971 | $42.75K | Q3 2026 | Oct 08, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -300 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Old Mission Capital Llc | Sell | -10,348 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Investors Portfolio Services Llc | Sell | -75 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Allworth Financial Lp | Sell | -100 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
Frequently asked questions about XLUI activity
Which institutional owners are buying XLUI?
Institutional owners buying XLUI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XLUI activity?
"Buy" means an investor increased their reported position in XLUI compared to the prior reporting period. This reflects growing exposure to SS UTILITIES SS SPDR PRM INC (XLUI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLUI increasing?
Institutional interest in XLUI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.