Moran Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,584
Closed -$629K 427
2023
Q1
$629K Buy
15,584
+704
+5% +$28.5K 0.02% 287
2022
Q4
$578K Buy
+14,880
New +$571K 0.02% 289

Other funds holding XLB

Moran Wealth Management's XLB Position: Q2 2023 in Review

Moran Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 15,584 shares — an estimated $629K sold.

Moran Wealth Management first reported a position in XLB in Q4 2022 and held it in 2 quarters. The position peaked at $629K in Q1 2023. 739 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

  • Moran Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 15,584 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $629K.
  • Moran Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $629K in Q1 2023.
  • 739 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.