XLYI Institutional Ownership & Shareholders
SS CONS DISC SS SPDR PRM INC (XLYI) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.29M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Foguth Wealth Management, Llc. is currently the largest disclosed institutional shareholder of XLYI tracked by InsiderSet, reporting ownership valued at approximately $40.04M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.82M, representing an estimated gain of +1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XLYI value among the investors covered in this analysis. Major shareholders include Foguth Wealth Management, Llc., Old Mission Capital Llc, Farther Finance Advisors, Llc, and several other long-term asset managers with concentrated positions in SS CONS DISC SS SPDR PRM INC (XLYI).
This page ranks the largest institutional XLYI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5
Total Reported Value
$40.29M
Largest Holder
Foguth Wealth Management, Llc.
Largest Position
$40.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, Llc. | 4.06% | 1,841,211 | $40,037,133 | $40,819,648 | +$782,515 | +1.95% | |
| Old Mission Capital Llc | 0.01% | 9,237 | $213,411 | $204,784 | -$8,627 | -4.04% | |
| Farther Finance Advisors, Llc | 0.00% | 1,312 | $28,169 | $29,087 | +$918 | +3.26% | |
| Caitlin John, Llc | 0.01% | 450 | $10,397 | $9,977 | -$421 | -4.04% | |
| Ubs Group Ag | 0.00% | 102 | $2,357 | $2,261 | -$96 | -4.06% |
Frequently asked questions about XLYI
Who are the largest institutional holders of XLYI?
The largest institutional holders of XLYI reported in the latest SEC Form 13F filings include Foguth Wealth Management, Llc., Old Mission Capital Llc, Farther Finance Advisors, Llc, Caitlin John, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported XLYI position.
What is XLYI institutional ownership?
This page tracks XLYI positions reported by institutional investment managers through SEC Form 13F. SS CONS DISC SS SPDR PRM INC (XLYI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLYI?
InsiderSet currently tracks 5 institutional managers reporting XLYI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLYI shareholders.
How much XLYI stock do institutions own?
Institutional investment managers disclosed approximately $40.29M in XLYI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLYI institutional ownership last updated?
The latest XLYI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XLYI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLYI position after the reporting date.
Are institutions buying or selling XLYI?
Institutional buying and selling can be analyzed by comparing XLYI positions across consecutive 13F reporting periods. InsiderSet's XLYI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLYI ownership changes.
How has XLYI institutional ownership changed over time?
InsiderSet tracks XLYI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.