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SS Energy SS Spdr Prem Inc (XLEI)

CUSIP: 81369Y829 | NYSE | 22 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Foguth Wealth Management, Llc.1,513,314
4.5% of portfolio›$44.2M
Adams Asset Advisors, LLC110,000
0.3% of portfolio›$3.0M
Wealthcare Advisory Partners LLC73,930
0.0% of portfolio›$2.0M
Barclays PLC40,700
0.0% of portfolio›$1.1M
Apollon Wealth Management, LLC17,021
0.0% of portfolio›$467.1K
Independent Financial Group, LLC11,033
0.0% of portfolio›$302.8K
Capital Investment Advisory Services, LLC6,400
0.0% of portfolio›$175.6K
Farther Finance Advisors, LLC533
0.0% of portfolio›$14.6K
Key Capital Management, Inc125
0.0% of portfolio›$3.4K
Ascentis Wealth Management, LLC40
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Foguth Wealth Management, Llc.
1,513,314$44.2M4.5%ETFHighBrighton, MI2026-10-19
Adams Asset Advisors, LLC
110,000$3.0M0.3%YieldMediumDallas, TX2026-10-08
Wealthcare Advisory Partners LLC
73,930$2.0M0.0%ETFLowWest Chester, PA2026-10-21
Barclays PLC
40,700$1.1M0.0%CoreMediumLondon, United Kingdom2026-11-06
Apollon Wealth Management, LLC
17,021$467.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Independent Financial Group, LLC
11,033$302.8K0.0%GrowthLowSan Diego, CA2026-10-13
Capital Investment Advisory Services, LLC
6,400$175.6K0.0%CoreMediumRaleigh, NC2026-10-30
Farther Finance Advisors, LLC
533$14.6K0.0%IndexLowSan Francisco, CA2026-10-08
Key Capital Management, Inc
125$3.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Ascentis Wealth Management, LLC
40$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03