SS Utilities SS SPDR PRMXLUIETF
13F holders, Q1 2026 (March 31)6holders +2
5new positions
3sold out
$45.80avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding SS Utilities SS SPDR PRM Inc. (XLUI) in their 13F filings, up 2 from Q4 2025. 5 opened new positions and 3 sold out. The largest holders were Balyasny Asset Management L.P. ($26.1M), Moulton Wealth Management, Inc. ($1.0M) and WealthShield Partners, LLC ($38K).
- Company
- SS Utilities SS SPDR PRM Inc.
- Filed as
- SELECT SECTOR SPDR TR (Q1 2026)
- CUSIP
- 81369Y753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $27.2M |
| Exits | 3 | $756K |
All 13F filers, Q4 2025 → Q1 2026: 593,751 shares bought and 24,209 shares sold, net +569,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Balyasny Asset Management L.P. | 0.05% | New | 569,304 | $26.1M |
| Moulton Wealth Management, Inc. | 0.68% | New | 21,619 | $1.0M |
| WealthShield Partners, LLC | 0.00% | New | 1,519 | $38K |
| Cwm, LLC | 0.00% | New | 1,308 | $33K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 250 | $6K |
| Wells Fargo & Company | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is XLUI's weight in each manager's 13F, not the share of SS Utilities SS SPDR PRM Inc. the manager owns.