Energy Select Sector SPDR ETF $XLE Stake Lifted by Capital Advisors Wealth Management LLC

Capital Advisors Wealth Management LLC lifted its holdings in Energy Select Sector SPDR ETF (NYSEARCA:XLE) by 81.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,810 shares of the exchange traded fund’s stock after purchasing an additional 12,459 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in Energy Select Sector SPDR ETF were worth $1,243,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Lavaca Capital LLC grew its stake in shares of Energy Select Sector SPDR ETF by 24,605.9% in the second quarter. Lavaca Capital LLC now owns 4,200 shares of the exchange traded fund’s stock worth $356,000 after purchasing an additional 4,183 shares in the last quarter. Frisch Financial Group Inc. bought a new position in shares of Energy Select Sector SPDR ETF in the second quarter worth $2,394,000. Blue Door Asset Management LLC bought a new position in shares of Energy Select Sector SPDR ETF in the second quarter worth $1,696,000. SVB Wealth LLC grew its stake in shares of Energy Select Sector SPDR ETF by 30.4% in the second quarter. SVB Wealth LLC now owns 3,405 shares of the exchange traded fund’s stock worth $289,000 after purchasing an additional 794 shares in the last quarter. Finally, Stamos Capital Partners L.P. grew its stake in shares of Energy Select Sector SPDR ETF by 68.4% in the second quarter. Stamos Capital Partners L.P. now owns 25,382 shares of the exchange traded fund’s stock worth $2,153,000 after purchasing an additional 10,307 shares in the last quarter.

Energy Select Sector SPDR ETF Stock Performance

Shares of NYSEARCA:XLE traded down $2.72 on Wednesday, hitting $57.44. The company’s stock had a trading volume of 31,505,922 shares, compared to its average volume of 58,403,242. Energy Select Sector SPDR ETF has a 12 month low of $37.24 and a 12 month high of $63.46. The company has a market capitalization of $41.04 billion, a price-to-earnings ratio of 15.59 and a beta of 0.64. The stock’s 50-day moving average is $56.35 and its two-hundred day moving average is $49.09.

Energy Select Sector SPDR ETF Profile

The Energy Select Sector SPDR ETF is a State Street exchange-traded fund that seeks to track the price and yield performance of the Energy Select Sector Index, before expenses. The index is designed to provide broad representation of the energy sector within the S&P 500, covering companies in the oil, gas and consumable fuels, and energy equipment and services industries. Component companies are selected from the S&P 500 universe based on general industry classification, and the Energy Select Sector Index is one of eleven Select Sector Indexes that together comprise all S&P 500 constituents.