Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 727,888 shares of XLU stock, worth $62 Million. This represents 5.4% of its overall portfolio holdings.

Number of Shares
727,888
Previous 722,934 0.69%
Holding current value
$62 Million
Previous $57 Billion 4.27%
% of portfolio
5.4%
Previous 6.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$73.09 - $82.77 $362,087 - $410,042
4,954 Added 0.69%
727,888 $59.4 Billion
Q1 2025

Apr 14, 2025
BUY
$74.7 - $80.27 $104,057 - $111,816
1,393 Added 0.19%
722,934 $57 Billion
Q4 2024

Jan 15, 2025
BUY
$74.89 - $82.93 $2.04 Million - $2.25 Million
27,177 Added 3.91%
721,541 $54.6 Billion
Q3 2024

Oct 17, 2024
BUY
$67.67 - $80.78 $47 Million - $56.1 Million
694,364 New
694,364 $56.1 Billion
Q2 2023

Dec 20, 2023
SELL
$64.34 - $69.97 $643 - $699
-10 Reduced 16.67%
50 $3.27 Million
Q1 2023

Dec 20, 2023
BUY
$63.7 - $72.08 $3,822 - $4,324
60 New
60 $4.06 Million

Others Institutions Holding XLU

# of Institutions
1,579
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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