POIA
XLUI

Pin Oak Investment Advisors’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

Pin Oak Investment Advisors’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
Q2 		$7K Buy
300
+50
+20% +$1.23K 0.01% 407
2026
Q1 		$6K Hold
250
– – ﹤0.01% 416
2025
Q4 		$6K Buy
+250
New +$6.27K ﹤0.01% 427

Other funds holding XLUI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
IPS
Investors Portfolio Services Puyallup, Washington $131M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pin Oak Investment Advisors's XLUI Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) stake by 20% in Q2 2026, buying an estimated $1.23K and bringing the position to 300 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #407.

Pin Oak Investment Advisors first reported a position in XLUI in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold XLUI as of Q2 2026.

  • Pin Oak Investment Advisors held 300 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $7K as of Q2 2026.
  • Pin Oak Investment Advisors bought 50 State Street Utilities Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $1.23K.
  • State Street Utilities Select Sector SPDR Premium Income ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #407 holding.
  • Pin Oak Investment Advisors first reported a position in State Street Utilities Select Sector SPDR Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.