SS ENERGY SS SPDR PREM INC (XLEI) Institutional Ownership Changes & 13F Activity
SS ENERGY SS SPDR PREM INC (XLEI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Foguth Wealth Management, Llc., Old Mission Capital Llc, Moulton Wealth Management, Inc, Citadel Advisors Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +16,595 | — | 16,595 | $418.69K | Q2 2026 | Sep 02, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +100 | — | 100 | $3.00 | Q2 2026 | Aug 18, 2026 |
| Old Mission Capital Llc | Buy | +55,532 | — | 55,532 | $1.40M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +2,100 | — | 2,100 | $52.98K | Q2 2026 | Aug 14, 2026 |
| Shp Wealth Management | Buy | +5,028 | +17.3% | 34,088 | $860.03K | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, Inc | Buy | +125 | — | 125 | $3.15K | Q2 2026 | Jul 28, 2026 |
| Foguth Wealth Management, Llc. | Buy | +251,245 | — | 251,245 | $6.67M | Q2 2026 | Jul 21, 2026 |
| Independent Financial Group, Llc | Sell | -4,404 | -30.1% | 10,246 | $258.50K | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +3,063 | +4.6% | 70,317 | $1.77M | Q2 2026 | Jul 09, 2026 |
| Goldman Sachs Group Inc | Sell | -10,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -2,340 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Jane Street Group, Llc | Sell | -12,026 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Gruss & Co., Llc | Sell | -4,500 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Wealthshield Partners, Llc | Sell | -1,240 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
| Moulton Wealth Management, Inc | Sell | -25,317 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 08, 2026 |
Frequently asked questions about XLEI activity
Which institutional owners are buying XLEI?
Institutional owners buying XLEI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XLEI activity?
"Buy" means an investor increased their reported position in XLEI compared to the prior reporting period. This reflects growing exposure to SS ENERGY SS SPDR PREM INC (XLEI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLEI increasing?
Institutional interest in XLEI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.