Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History

Moss Adams Wealth Advisors LLC

$1.38 Trillion
Q4 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,712,726 shares of XLU stock, worth $152 Million. This represents 5.3% of its overall portfolio holdings.

Number of Shares

1,712,726

Previous 790,510 116.66%

Holding current value

$152 Million

Previous $68.9 Billion 6.06%

% of portfolio

5.3%

Previous 5.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$87.89 - $92.9 $81.1 Million - $85.7 Million	922,216 Added 116.66%	1,712,726 $73.1 Billion
Q3 2025 Oct 21, 2025	BUY	$81.14 - $87.32 $5.08 Million - $5.47 Million	62,622 Added 8.6%	790,510 $68.9 Billion
Q2 2025 Jul 17, 2025	BUY	$73.09 - $82.77 $362,087 - $410,042	4,954 Added 0.69%	727,888 $59.4 Billion
Q1 2025 Apr 14, 2025	BUY	$74.7 - $80.27 $104,057 - $111,816	1,393 Added 0.19%	722,934 $57 Billion
Q4 2024 Jan 15, 2025	BUY	$74.89 - $82.93 $2.04 Million - $2.25 Million	27,177 Added 3.91%	721,541 $54.6 Billion

Q3 2024 Oct 17, 2024	BUY	$67.67 - $80.78 $47 Million - $56.1 Million	694,364 New	694,364 $56.1 Billion
Q2 2023 Dec 20, 2023	SELL	$64.34 - $69.97 $643 - $699	-10 Reduced 16.67%	50 $3.27 Million
Q1 2023 Dec 20, 2023	BUY	$63.7 - $72.08 $3,822 - $4,324	60 New	60 $4.06 Million

Others Institutions Holding XLU

# of Institutions

1,680

Shares Held

170M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History