Moss Adams Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
HIIFS
Moss Adams Wealth Advisors's XLF Position: Q2 2023 in Review
Moss Adams Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 190 shares — an estimated $6.11K sold.
Moss Adams Wealth Advisors first reported a position in XLF in Q4 2022 and held it in 2 quarters. The position peaked at $6.11K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.
- Moss Adams Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Moss Adams Wealth Advisors sold 190 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $6.11K.
- Moss Adams Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
- Moss Adams Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.11K in Q1 2023.
- 1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.
Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.