Moss Adams Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$54.4M	Buy	1,313,112 +47,954	+4%	+$1.99M	4.94%	5
2025 Q1	$52.9M	Buy	+1,265,158	New	+$52.9M	5.58%	5
2023 Q2	–	Sell	-7	Closed	-$262	–	189
2023 Q1	$262	Buy	+7	New	+$262	﹤0.01%	180