Moss Adams Wealth Advisors LLC Technology Sector Spdr Transaction History

Moss Adams Wealth Advisors LLC

$725 Billion
Q2 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 8,466 shares of XLK stock, worth $1.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

8,466

Previous 9,202 8.0%

Holding current value

$1.9 Million

Previous $1.92 Billion 0.07%

% of portfolio

0.26%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$192.53 - $231.41 $141,702 - $170,317	-736 Reduced 8.0%	8,466 $1.92 Billion
Q1 2024 May 07, 2024	BUY	$184.12 - $211.02 $74,568 - $85,463	405 Added 4.6%	9,202 $1.92 Billion
Q4 2023 Feb 06, 2024	BUY	$160.19 - $193.07 $47,896 - $57,727	299 Added 3.52%	8,797 $1.69 Billion
Q3 2023 Dec 20, 2023	BUY	$161.97 - $180.26 $6,478 - $7,210	40 Added 0.47%	8,498 $1.39 Billion
Q2 2023 Dec 20, 2023	SELL	$143.97 - $174.63 $74,576 - $90,458	-518 Reduced 5.77%	8,458 $1.47 Billion
Q1 2023 Dec 20, 2023	SELL	$121.18 - $151.01 $347,786 - $433,398	-2,870 Reduced 24.23%	8,976 $1.36 Billion
Q4 2022 Dec 20, 2023	BUY	$116.56 - $136.15 $1.38 Million - $1.61 Million	11,846 New	11,846 $1.47 Billion

Others Institutions Holding XLK

# of Institutions

2,198

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Moss Adams Wealth Advisors LLC Technology Sector Spdr Transaction History