Moss Adams Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Moss Adams Wealth Advisors LLC
- $1.28 Trillion
- Q3 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,473,194 shares of XLRE stock, worth $60.3 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
1,473,194
Previous 1,313,112
12.19%
Holding current value
$60.3 Million
Previous $54.4 Billion
14.11%
% of portfolio
4.84%
Previous 4.94%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
841Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio