Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History

Moss Adams Wealth Advisors LLC

$1.28 Trillion
Q3 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 790,510 shares of XLU stock, worth $70.2 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares

790,510

Previous 727,888 8.6%

Holding current value

$70.2 Million

Previous $59.4 Billion 15.98%

% of portfolio

5.38%

Previous 5.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$81.14 - $87.32 $5.08 Million - $5.47 Million	62,622 Added 8.6%	790,510 $68.9 Billion
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

1,669

Shares Held

156M

Call Options Held

15.2M

Put Options Held

35.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History