Financial Partners Capital Management LLC Has $7.70 Million Holdings in Energy Select Sector SPDR (XLE)

Financial Partners Capital Management LLC raised its stake in shares of Energy Select Sector SPDR (NYSE:XLE) by 0.2% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 118,572 shares of the exchange traded fund’s stock after purchasing an additional 215 shares during the period. Energy Select Sector SPDR makes up approximately 1.6% of Financial Partners Capital Management LLC’s portfolio, making the stock its 23rd biggest holding. Financial Partners Capital Management LLC’s holdings in Energy Select Sector SPDR were worth $7,698,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in XLE. Patriot Financial Group Insurance Agency LLC boosted its stake in Energy Select Sector SPDR by 5.0% during the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 2,541 shares of the exchange traded fund’s stock valued at $163,000 after purchasing an additional 120 shares during the last quarter. TCI Wealth Advisors Inc. boosted its stake in Energy Select Sector SPDR by 8.2% during the 2nd quarter. TCI Wealth Advisors Inc. now owns 2,651 shares of the exchange traded fund’s stock valued at $172,000 after purchasing an additional 200 shares during the last quarter. Sei Investments Co. boosted its stake in Energy Select Sector SPDR by 373.3% during the 2nd quarter. Sei Investments Co. now owns 2,707 shares of the exchange traded fund’s stock valued at $176,000 after purchasing an additional 2,135 shares during the last quarter. Country Trust Bank boosted its stake in Energy Select Sector SPDR by 1.7% during the 2nd quarter. Country Trust Bank now owns 2,826 shares of the exchange traded fund’s stock valued at $183,000 after purchasing an additional 48 shares during the last quarter. Finally, BDO Wealth Advisors LLC acquired a new position in Energy Select Sector SPDR during the 2nd quarter valued at about $184,000.

Energy Select Sector SPDR (NYSE:XLE) traded up 0.623% during trading on Tuesday, reaching $68.635. The company’s stock had a trading volume of 4,514,037 shares. The company has a 50-day moving average of $65.72 and a 200 day moving average of $66.37. Energy Select Sector SPDR has a one year low of $61.80 and a one year high of $78.45.

The firm also recently announced a quarterly dividend, which was paid on Monday, September 25th. Shareholders of record on Monday, September 18th were paid a dividend of $0.8654 per share. This is an increase from Energy Select Sector SPDR’s previous quarterly dividend of $0.45. The ex-dividend date was Friday, September 15th. This represents a $3.46 dividend on an annualized basis and a dividend yield of 5.07%.

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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 (NYSE:XLE)

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