XLEI Institutional Ownership
State Street Energy Select Sector SPDR Premium Income ETF
1W: +1.1%
1M: -2.7%
3M: +10.7%
YTD: +1.4%
$27.40
+0.00 (+0.00%)
Weekly Expected Move ±2.6%
$26
$27
$27
$28
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLEI
15
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
6
New Positions
2
Increased
6
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foguth Wealth Management, LLC. NEW | 251,245 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Wealthcare Advisory Partners LLC | 70,317 | $2M | +3,063 | +4.6% | 2Q | SEC ↗ |
| 3 | OLD MISSION CAPITAL LLC NEW | 55,532 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | SHP Wealth Management | 34,088 | $934K | +5,028 | +17.3% | 2Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 16,595 | $455K | — | +0.0% | 1Q | SEC ↗ |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | 10,246 | $281K | -4,404 | -30.1% | 2Q | SEC ↗ |
| 7 | CWM, LLC NEW | 2,340 | $64K | — | +0.0% | 1Q | SEC ↗ |
| 8 | BARCLAYS PLC NEW | 2,100 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Key Capital Management, INC NEW | 125 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 10 | PIN OAK INVESTMENT ADVISORS INC NEW | 100 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 0 | $0K | -10,000 | -100.0% | 1Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 0 | $0K | -12,026 | -100.0% | 1Q | SEC ↗ |
| 13 | WealthShield Partners, LLC | 0 | $0K | -1,240 | -100.0% | 1Q | SEC ↗ |
| 14 | Gruss & Co., LLC | 0 | $0K | -4,500 | -100.0% | 2Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 1Q | SEC ↗ |
| 16 | MOULTON WEALTH MANAGEMENT, INC | 0 | $0K | -25,317 | -100.0% | 1Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -10,630 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Foguth Wealth Management, LLC. | 251,245 | $7M |
| OLD MISSION CAPITAL LLC | 55,532 | $2M |
| CITADEL ADVISORS LLC | 16,595 | $455K |
| CWM, LLC | 2,340 | $64K |
| BARCLAYS PLC | 2,100 | $58K |
| Key Capital Management, INC | 125 | $3K |
| PIN OAK INVESTMENT ADVISORS INC | 100 | $3K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC | 25,317 | $694K |
| JANE STREET GROUP, LLC | 12,026 | $330K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,630 | $291K |
| GOLDMAN SACHS GROUP INC | 10,000 | $274K |
| Gruss & Co., LLC | 4,500 | $123K |
| WealthShield Partners, LLC | 1,240 | $34K |
| WELLS FARGO & COMPANY/MN | 0 | $0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SHP Wealth Management | +5,028 | +17.3% | 34,088 |
| Wealthcare Advisory Partners LLC | +3,063 | +4.6% | 70,317 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | -4,404 | -30.1% | 10,246 |