3,750 Shares in Energy Select Sector SPDR (XLE) Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC bought a new stake in Energy Select Sector SPDR (NYSEARCA:XLE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,750 shares of the exchange traded fund’s stock, valued at approximately $271,000.

Other large investors have also bought and sold shares of the company. Ford Financial Group Inc. purchased a new position in Energy Select Sector SPDR in the fourth quarter valued at $103,000. Contravisory Investment Management Inc. increased its holdings in Energy Select Sector SPDR by 71.6% in the fourth quarter. Contravisory Investment Management Inc. now owns 1,702 shares of the exchange traded fund’s stock valued at $123,000 after buying an additional 710 shares during the last quarter. Icon Wealth Partners LLC purchased a new position in Energy Select Sector SPDR in the fourth quarter valued at $131,000. BB&T Investment Services Inc. increased its holdings in Energy Select Sector SPDR by 103.9% in the third quarter. BB&T Investment Services Inc. now owns 2,117 shares of the exchange traded fund’s stock valued at $146,000 after buying an additional 1,079 shares during the last quarter. Finally, Trustcore Financial Services LLC purchased a new position in Energy Select Sector SPDR in the fourth quarter valued at $168,000.

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NYSEARCA:XLE traded down $1.24 during trading hours on Friday, hitting $67.35. The company’s stock had a trading volume of 18,883,891 shares, compared to its average volume of 16,192,174. Energy Select Sector SPDR has a 52-week low of $61.80 and a 52-week high of $78.39.

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 21st. Investors of record on Monday, March 19th were issued a $0.4748 dividend. This represents a $1.90 annualized dividend and a yield of 2.82%. The ex-dividend date of this dividend was Friday, March 16th. This is a positive change from Energy Select Sector SPDR’s previous quarterly dividend of $0.46.

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Energy Select Sector SPDR 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.

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

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