Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moss Adams Wealth Advisors LLC

$950 Billion
Q1 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 379,185 shares of SPDW stock, worth $14 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

379,185

Previous 381,865 0.7%

Holding current value

$14 Million

Previous $13 Billion 5.93%

% of portfolio

1.45%

Previous 1.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$33.84 - $37.77 $90,691 - $101,223	-2,680 Reduced 0.7%	379,185 $13.8 Billion
Q4 2024 Jan 15, 2025	SELL	$34.13 - $37.35 $50,444 - $55,203	-1,478 Reduced 0.39%	381,865 $13 Billion
Q3 2024 Oct 17, 2024	SELL	$33.74 - $37.96 $2.14 Million - $2.4 Million	-63,298 Reduced 14.17%	383,343 $14.4 Billion
Q2 2024 Jul 23, 2024	SELL	$34.2 - $36.64 $279,482 - $299,422	-8,172 Reduced 1.8%	446,641 $15.7 Billion
Q1 2024 May 07, 2024	BUY	$32.85 - $35.9 $4.15 Million - $4.53 Million	126,280 Added 38.44%	454,813 $16.3 Billion
Q4 2023 Feb 06, 2024	BUY	$29.46 - $34.07 $3.51 Million - $4.06 Million	119,131 Added 56.89%	328,533 $11.2 Billion
Q3 2023 Dec 20, 2023	SELL	$30.88 - $33.58 $221,625 - $241,003	-7,177 Reduced 3.31%	209,402 $6.49 Billion
Q2 2023 Dec 20, 2023	SELL	$31.7 - $33.66 $622,714 - $661,217	-19,644 Reduced 8.32%	216,579 $7.05 Billion
Q1 2023 Dec 20, 2023	SELL	$29.83 - $32.71 $630,337 - $691,195	-21,131 Reduced 8.21%	236,223 $7.59 Billion
Q4 2022 Dec 20, 2023	BUY	$25.7 - $31.02 $6.61 Million - $7.98 Million	257,354 New	257,354 $7.64 Billion

Others Institutions Holding SPDW

# of Institutions

1,054

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Account

Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History