9 institutions reported holding $694,013 of Ste STRT Uts Sel Sec SPDR PR Inc ETF (XLUI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisory Services, LLC ($426,641), OLD MISSION CAPITAL LLC ($256,009), PIN OAK INVESTMENT ADVISORS INC ($7,000), Allworth Financial LP ($2,474), Investors Portfolio Services LLC ($1,856). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | $426,641 | 17,245 | New |
| 2 | OLD MISSION CAPITAL LLC | $256,009 | 10,348 | New |
| 3 | PIN OAK INVESTMENT ADVISORS INC | $7,000 | 300 | Added |
| 4 | Allworth Financial LP | $2,474 | 100 | New |
| 5 | Investors Portfolio Services LLC | $1,856 | 75 | New |
| 6 | WELLS FARGO & COMPANY/MN | $33 | 1 | Hold |
| 7 | Balyasny Asset Management L.P. | $0 | 0 | Exited |
| 8 | WealthShield Partners, LLC | $0 | 0 | Exited |
| 9 | MOULTON WEALTH MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30