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SS Utilities SS Spdr PRM Inc (XLUI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Foguth Wealth Management, Llc.
NEW
Shares1,285,536
Change+1,285,536
Value$29.0M
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares73,895 from 17,245
Change+56,650 (+329%)
Value$1.6M (+$1.2M)
Filed 2026-10-30
Barclays PLC
NEW
Shares31,440
Change+31,440
Value$681.9K
Filed 2026-11-06
Farther Finance Advisors, LLC
NEW
Shares1,971
Change+1,971
Value$42.8K
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.5K ($0)
Filed 2026-11-06
Old Mission Capital LLC
N/A
Shares— from 10,348
Change-10,348 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Foguth Wealth Management, Llc.
NEW1,285,536—+1,285,536——$29.0M—2026-10-19
Capital Investment Advisory Services, LLC
INCREASED73,89517,245+56,650+329%$426.6K$1.6M+$1.2M2026-10-30
Barclays PLC
NEW31,440—+31,440——$681.9K—2026-11-06
Farther Finance Advisors, LLC
NEW1,971—+1,971——$42.8K—2026-10-08
Allworth Financial LP
UNCHANGED10010000%$2.5K$2.5K$02026-11-06
Old Mission Capital LLC
N/A—10,348-10,348-100%$256.0K———
PIN OAK Investment Advisors Inc
N/A—300-300-100%$7———
Investors Portfolio Services LLC
N/A—75-75-100%$1.9K———
Wells Fargo & Company
N/A—1-1-100%$33———
Showing 9 of 9 institutions