Moran Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Moran Wealth Management's XLE Position: Q2 2023 in Review
Moran Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 34,920 shares — an estimated $1.45M sold.
Moran Wealth Management first reported a position in XLE in Q4 2022 and held it in 2 quarters. The position peaked at $1.52M in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.
- Moran Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Moran Wealth Management sold 34,920 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $1.45M.
- Moran Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
- Moran Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.52M in Q4 2022.
- 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.
Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.