Amplius Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
AWA
Amplius Wealth Advisors's XLE Position: Q4 2022 in Review
Amplius Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 7,476 shares — an estimated $269K sold.
Amplius Wealth Advisors first reported a position in XLE in Q4 2021 and held it in 2 quarters. The position peaked at $269K in Q3 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.
- Amplius Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
- Amplius Wealth Advisors sold 7,476 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $269K.
- Amplius Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
- Amplius Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $269K in Q3 2022.
- 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.
Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.