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SS Energy SS Spdr Prem Inc (XLEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Foguth Wealth Management, Llc.
INCREASED
Shares1,513,314 from 251,245
Change+1,262,069 (+502%)
Value$44.2M (+$37.6M)
Filed 2026-10-19
Adams Asset Advisors, LLC
NEW
Shares110,000
Change+110,000
Value$3.0M
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares73,930 from 70,317
Change+3,613 (+5%)
Value$2.0M (+$254.6K)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares40,700 from 2,100
Change+38,600 (+1838%)
Value$1.1M (+$1.1M)
Filed 2026-11-06
Apollon Wealth Management, LLC
NEW
Shares17,021
Change+17,021
Value$467.1K
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares11,033 from 10,246
Change+787 (+8%)
Value$302.8K (+$44.3K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
NEW
Shares6,400
Change+6,400
Value$175.6K
Filed 2026-10-30
Farther Finance Advisors, LLC
NEW
Shares533
Change+533
Value$14.6K
Filed 2026-10-08
Key Capital Management, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.4K (+$276)
Filed 2026-11-03
Ascentis Wealth Management, LLC
NEW
Shares40
Change+40
Value$1.1K
Filed 2026-11-03
Old Mission Capital LLC
N/A
Shares— from 55,532
Change-55,532 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 34,088
Change-34,088 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,595
Change-16,595 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Foguth Wealth Management, Llc.
INCREASED1,513,314251,245+1,262,069+502%$6.7M$44.2M+$37.6M2026-10-19
Adams Asset Advisors, LLC
NEW110,000—+110,000——$3.0M—2026-10-08
Wealthcare Advisory Partners LLC
INCREASED73,93070,317+3,613+5%$1.8M$2.0M+$254.6K2026-10-21
Barclays PLC
INCREASED40,7002,100+38,600+1838%$53.0K$1.1M+$1.1M2026-11-06
Apollon Wealth Management, LLC
NEW17,021—+17,021——$467.1K—2026-10-23
Independent Financial Group, LLC
INCREASED11,03310,246+787+8%$258.5K$302.8K+$44.3K2026-10-13
Capital Investment Advisory Services, LLC
NEW6,400—+6,400——$175.6K—2026-10-30
Farther Finance Advisors, LLC
NEW533—+533——$14.6K—2026-10-08
Key Capital Management, Inc
UNCHANGED12512500%$3.2K$3.4K+$2762026-11-03
Ascentis Wealth Management, LLC
NEW40—+40——$1.1K—2026-11-03
Old Mission Capital LLC
N/A—55,532-55,532-100%$1.4M———
SHP Wealth Management
N/A—34,088-34,088-100%$860.0K———
Citadel Advisors LLC
N/A—16,595-16,595-100%$418.7K———
PIN OAK Investment Advisors Inc
N/A—100-100-100%$3———
Wells Fargo & Company
N/A—00—$0———
Showing 15 of 15 institutions