Atria Investments LLC Has $3.45 Million Holdings in Energy Select Sector SPDR (XLE)

Atria Investments LLC trimmed its holdings in shares of Energy Select Sector SPDR (NYSEARCA:XLE) by 18.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,517 shares of the exchange traded fund’s stock after selling 10,582 shares during the quarter. Atria Investments LLC’s holdings in Energy Select Sector SPDR were worth $3,447,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of XLE. Morgan Stanley boosted its holdings in Energy Select Sector SPDR by 4.6% during the second quarter. Morgan Stanley now owns 10,433,732 shares of the exchange traded fund’s stock valued at $792,337,000 after acquiring an additional 454,132 shares during the period. IPG Investment Advisors LLC boosted its holdings in Energy Select Sector SPDR by 26.9% during the second quarter. IPG Investment Advisors LLC now owns 60,467 shares of the exchange traded fund’s stock valued at $4,592,000 after acquiring an additional 12,824 shares during the period. Delek Group Ltd. boosted its holdings in Energy Select Sector SPDR by 40.2% during the first quarter. Delek Group Ltd. now owns 34,340 shares of the exchange traded fund’s stock valued at $2,317,000 after acquiring an additional 9,850 shares during the period. Doyle Wealth Management boosted its holdings in Energy Select Sector SPDR by 38.3% during the second quarter. Doyle Wealth Management now owns 5,049 shares of the exchange traded fund’s stock valued at $383,000 after acquiring an additional 1,398 shares during the period. Finally, Greenline Partners LLC bought a new stake in Energy Select Sector SPDR during the second quarter valued at about $518,000.

Shares of NYSEARCA XLE traded up $0.20 during mid-day trading on Friday, hitting $73.00. The company had a trading volume of 23,521,701 shares, compared to its average volume of 14,679,776. Energy Select Sector SPDR has a 12 month low of $64.45 and a 12 month high of $79.42.

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 26th. Investors of record on Monday, September 24th were paid a $0.5132 dividend. This represents a $2.05 annualized dividend and a dividend yield of 2.81%. The ex-dividend date of this dividend was Friday, September 21st. This is a boost from Energy Select Sector SPDR’s previous quarterly dividend of $0.51.

Energy Select Sector SPDR Company Profile

Energy Select Sector SPDR Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of the Energy Select Sector Index (the Index). The Index includes companies from the following industries oil, gas and consumable fuels, and energy equipment and services.

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Institutional Ownership by Quarter for Energy Select Sector SPDR (NYSEARCA:XLE)

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