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
Q1 		$6K Hold
250
– – ﹤0.01% 416
2025
Q4 		$6K Buy
+250
New +$6.27K ﹤0.01% 427

Other funds holding XLUI

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pin Oak Investment Advisors's XLUI Position: Q1 2026 in Review

Pin Oak Investment Advisors held its State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) position steady in Q1 2026 at 250 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Pin Oak Investment Advisors first reported a position in XLUI in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold XLUI as of Q1 2026.

  • Pin Oak Investment Advisors held 250 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $6K as of Q1 2026.
  • Pin Oak Investment Advisors left its State Street Utilities Select Sector SPDR Premium Income ETF share count unchanged in Q1 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #416 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 2 quarters since.
  • 6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.