Balyasny Asset Management
XLUI

Balyasny Asset Management’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

Balyasny Asset Management’s Portfolio XLUI Stock Details XLUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.1M Buy
+569,304
New +$14M 0.03% 582

Other funds holding XLUI

MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Balyasny Asset Management's XLUI Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q1 2026: 569,304 shares worth $26.1M. The stake represents 0.03% of the portfolio and ranks #582 among its holdings.

6 funds tracked by Wall St. Rank hold XLUI as of Q1 2026.

  • Balyasny Asset Management held 569,304 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $26.1M as of Q1 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF was a new Balyasny Asset Management position in Q1 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #582 holding.
  • 6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.