Moss Adams Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Moss Adams Wealth Advisors LLC
- $1.1 Trillion
- Q2 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 1,313,112 shares of XLRE stock, worth $56.1 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
1,313,112
Previous 1,265,158
3.79%
Holding current value
$56.1 Million
Previous $52.9 Billion
2.72%
% of portfolio
4.94%
Previous 5.58%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
840Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.47 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$816 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$571 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$292 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$172 Million0.04% of portfolio