MFA Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-524
Closed -$23K 396
2024
Q3
$23K Buy
524
+200
+62% +$8.94K 0.01% 254
2024
Q2
$14.8K Buy
+324
New +$15.1K ﹤0.01% 297
2020
Q3
Sell
-1,664
Closed -$31.5K 236
2020
Q2
$31.5K Buy
+1,664
New +$30.9K 0.02% 90

Other funds holding XLE

MFA Wealth Advisors's XLE Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 524 shares — an estimated $23K sold.

MFA Wealth Advisors first reported a position in XLE in Q2 2020 and held it in 3 quarters. The position peaked at $31.5K in Q2 2020. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • MFA Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 524 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $23K.
  • MFA Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $31.5K in Q2 2020.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.