SS CONS DISC SS SPDR PRM INC (XLYI) Institutional Ownership Changes & 13F Activity
SS CONS DISC SS SPDR PRM INC (XLYI). 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., Old Mission Capital Llc, Farther Finance Advisors, Llc, Caitlin John, Llc, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, Llc. | Buy | +1,841,211 | — | 1,841,211 | $40.04M | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, Llc | Buy | +1,312 | — | 1,312 | $28.17K | Q3 2026 | Oct 08, 2026 |
| Caitlin John, Llc | Sell | -450 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Old Mission Capital Llc | Sell | -9,237 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -102 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
Frequently asked questions about XLYI activity
Which institutional owners are buying XLYI?
Institutional owners buying XLYI 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 XLYI activity?
"Buy" means an investor increased their reported position in XLYI compared to the prior reporting period. This reflects growing exposure to SS CONS DISC SS SPDR PRM INC (XLYI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLYI increasing?
Institutional interest in XLYI 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.