Moss Adams Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,230 shares of XLY stock, worth $265,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,298 5.24%
Holding current value
$265,630
Previous $260 Million 6.1%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$194.8 - $239.43 $13,246 - $16,281
-68 Reduced 5.24%
1,230 $276 Million
Q1 2024

May 07, 2024
BUY
$170.9 - $185.02 $11,621 - $12,581
68 Added 5.53%
1,298 $239 Million
Q2 2023

Dec 20, 2023
SELL
$143.54 - $169.81 $1,722 - $2,037
-12 Reduced 0.97%
1,230 $209 Million
Q1 2023

Dec 20, 2023
BUY
$128.39 - $156.16 $1,540 - $1,873
12 Added 0.98%
1,242 $186 Million
Q4 2022

Dec 20, 2023
BUY
$126.26 - $147.57 $155,299 - $181,511
1,230 New
1,230 $159 Million

Others Institutions Holding XLY

# of Institutions
1,454
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email