State Street Utilities Select Sector SPDR Premium Income ETF
XLUI
6 hedge funds and large institutions have $27.2M invested in State Street Utilities Select Sector SPDR Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 3 closing their positions.
3,471% more capital invested
Capital invested by funds: $762K → $27.2M (+$26.4M)
140.08% more ownership
Funds ownership: 12.23% → 152.31% (+140%)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more funds holding
Funds holding: 4 → 6 (+2)
99% less call options, than puts
Call options by funds: $2.41M | Put options by funds: $269M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14M |
| 2 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
+$532K |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$37.4K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWS
Keystone Wealth Services
Palm Desert,
California
|
-$406K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$231K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Balyasny Asset Management
Chicago,
Illinois
| $26.1M | +$14M | +569,304 | New |
|
|
MWM
2
Moulton Wealth Management
Spokane,
Washington
| $1M | +$532K | +21,619 | New |
|
|
WP
3
WealthShield Partners
Cary,
North Carolina
| $38.1K | +$37.4K | +1,519 | New |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $32.8K | +$32.2K | +1,308 | New |
|
|
POIA
5
Pin Oak Investment Advisors
Houston,
Texas
| $6K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $20 | +$25 | +1 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$231K | -9,707 | Closed |
|
|
KWS
8
Keystone Wealth Services
Palm Desert,
California
| – | -$406K | -9,502 | Closed |
|
|
9
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$119K | -5,000 | Closed |
|
XLUI Hedge Fund Activity: Q1 2026 in Review
6 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) for Q1 2026, worth a combined $27.2M — up 3,471% from $762K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XLUI positions and 3 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $14M. The largest seller was Keystone Wealth Services, exiting entirely with an estimated $406K sold.
- 6 institutional investors held State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) as of Q1 2026, up from 4 in Q4 2025.
- Funds reported $27.2M of State Street Utilities Select Sector SPDR Premium Income ETF stock for Q1 2026, up 3,471% quarter-over-quarter.
- 5 funds opened new State Street Utilities Select Sector SPDR Premium Income ETF positions in Q1 2026 and 3 closed out, a net change of +2 holders.
- The largest State Street Utilities Select Sector SPDR Premium Income ETF buyer in Q1 2026 was Balyasny Asset Management, an estimated $14M added.
- The largest State Street Utilities Select Sector SPDR Premium Income ETF seller in Q1 2026 was Keystone Wealth Services, an estimated $406K sold.
Based on aggregated 13F filings for Q1 2026.