Moss Adams Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Moss Adams Wealth Advisors's XLE Position: Q4 2023 in Review
Moss Adams Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 2,528 shares — an estimated $114K sold.
Moss Adams Wealth Advisors first reported a position in XLE in Q4 2022 and held it in 4 quarters. The position peaked at $114K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.
- Moss Adams Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
- Moss Adams Wealth Advisors sold 2,528 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $114K.
- Moss Adams Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
- Moss Adams Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $114K in Q3 2023.
- 1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.
Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.