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

Moser Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$35.2K	Hold	830	–	–	0.02%	113
2025 Q1	$38.8K	Buy	830 +670	+419%	+$30.2K	0.02%	109
2024 Q4	$6.85K	Hold	160	–	–	﹤0.01%	126
2024 Q3	$7.02K	Hold	160	–	–	﹤0.01%	125
2024 Q2	$7.29K	Buy	160 +112	+233%	+$5.22K	﹤0.01%	126
2024 Q1	$2.27K	Hold	48	–	–	﹤0.01%	140
2023 Q4	$2.01K	Hold	48	–	–	﹤0.01%	133
2023 Q3	$2.17K	Hold	48	–	–	﹤0.01%	126
2023 Q2	$1.95K	Buy	+48	New	+$1.96K	﹤0.01%	122
2022 Q4	$2.1K	Hold	48	–	–	﹤0.01%	120
2022 Q3	$2K	Buy	+48	New	+$1.81K	﹤0.01%	136

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moser Wealth Advisors's XLE Position: Q2 2025 in Review

Moser Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2025 at 830 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #113.

Moser Wealth Advisors first reported a position in XLE in Q3 2022 and has held it in 11 quarters since. The position peaked at $38.8K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Moser Wealth Advisors held 830 shares of State Street Energy Select Sector SPDR ETF worth $35.2K as of Q2 2025.
Moser Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Energy Select Sector SPDR ETF made up 0.02% of Moser Wealth Advisors's portfolio in Q2 2025, its #113 holding.
Moser Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
Moser Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $38.8K in Q1 2025.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.