Moss Adams Wealth Advisors LLC Select Sector Spdr Tr Communic 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 Tr Communic stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 422,002 shares of XLC stock, worth $42.8 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

422,002

Previous 419,969 0.48%

Holding current value

$42.8 Million

Previous $38 Billion 7.61%

% of portfolio

4.32%

Previous 4.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$89.66 - $102.16 $182,278 - $207,691	2,033 Added 0.48%	422,002 $40.9 Billion
Q3 2024 Oct 17, 2024	BUY	$82.16 - $90.4 $1.01 Million - $1.11 Million	12,244 Added 3.0%	419,969 $38 Billion
Q2 2024 Jul 23, 2024	BUY	$77.86 - $86.45 $2.84 Million - $3.16 Million	36,498 Added 9.83%	407,725 $34.9 Billion
Q1 2024 May 07, 2024	BUY	$71.74 - $81.82 $26.4 Million - $30.1 Million	368,181 Added 12087.36%	371,227 $30.3 Billion
Q2 2023 Dec 20, 2023	SELL	$56.13 - $65.3 $7,240 - $8,423	-129 Reduced 4.06%	3,046 $198 Million
Q1 2023 Dec 20, 2023	BUY	$48.61 - $59.39 $1,215 - $1,484	25 Added 0.79%	3,175 $184 Million
Q4 2022 Dec 20, 2023	BUY	$45.41 - $51.94 $143,041 - $163,611	3,150 New	3,150 $151 Million

Others Institutions Holding XLC

# of Institutions

1,161

Shares Held

184M

Call Options Held

3.62M

Put Options Held

4.64M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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 Select Sector Spdr Tr Communic Transaction History