Cetera Investment Advisers's ownership history for XLE

Cetera Investment Advisers currently holds 2.5M shares with a market value of $150.1M. It started holding XLE on 2024-09-30. At its peak, it held 2.5M shares on 2025-12-31. Its highest holding value was $150.1M on 2026-03-31. At its lowest, it held 915.2K shares on 2024-12-31, with a value of $77.7M on 2025-06-30. In the recent 180 days, Cetera Investment Advisers has increased its shares by 1.3M. In the recent year, Cetera Investment Advisers has increased its shares by 1.5M.

It has also owned 88 contracts of calls, with the market value of the underlying securities totaling $43.1K on 2024-09-30. At its peak, it held 100 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $43.1K on 2026-03-31. At its lowest, it held 39 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $2.6K on 2025-09-30. In the recent 180 days, Cetera Investment Advisers has increased its holdings by 42 contracts. In the recent year, Cetera Investment Advisers has increased its holdings by 45 contracts.