B. Riley Wealth Advisors 13F: Adds $3.5M to XLE Stake

B. Riley Wealth Advisors has significantly increased its investment in the State Street Energy Select Sector SPDR ETF (NYSEArca: XLE). According to the latest Form 13F filing with the SEC, the firm added 56,861 shares, boosting its total holdings to 81,478 shares. This represents a 230.98% increase from its previous position of 24,617 shares, with the current value of the stake at about $5.01 million as of the reporting period ending October 13, 2026.

What Changed in B. Riley Wealth Advisors' State Street Energy Select Sector SPDR ETF Position

B. Riley Wealth Advisors made a notable move by increasing its shares in the State Street Energy Select Sector SPDR ETF by 56,861, bringing its total to 81,478 shares. This represents a 230.98% increase from its prior holding of 24,617 shares. The new position is valued at approximately $5.01 million.

State Street Energy Select Sector SPDR ETF Stock Up 0.4%

The State Street Energy Select Sector SPDR ETF, trading under the ticker XLE on NYSEArca, is designed to track the performance of energy companies. As of Friday, the ETF has a P/E ratio of 17.33. It has traded between $42.35 and $66.17 over the past 52 weeks, with a 50-day moving average of $61.32 and a 200-day moving average of $55.81. The ETF's previous close was $63.93.

Dividend

The State Street Energy Select Sector SPDR ETF offers a dividend yield of 2.37%. This provides investors with a regular income stream, complementing any potential capital gains from the ETF's performance.

About State Street Energy Select Sector SPDR ETF

The State Street Energy Select Sector SPDR ETF seeks to replicate the performance of an index comprising energy companies, including those in the oil, gas, and consumable fuels industries, as well as energy equipment and services. Managed by State Street, the ETF invests at least 95% of its total assets in the securities of its index, making it non-diversified.

Bottom Line

B. Riley Wealth Advisors' large increase in its stake in the State Street Energy Select Sector SPDR ETF highlights the firm's interest in the energy sector. Investors often track such moves to gauge confidence in specific markets. As always, remember that 13F filings reflect past positions and may not indicate current holdings.