MAWA
Moss Adams Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.4M | Buy |
727,888
+4,954
| +0.7% | +$405K | 5.4% | 4 |
|
|
2025
Q1 | $57M | Buy |
722,934
+1,393
| +0.2% | +$110K | 6% | 4 |
|
|
2024
Q4 | $54.6M | Buy |
721,541
+27,177
| +4% | +$2.06M | 5.77% | 5 |
|
|
2024
Q3 | $56.1M | Buy |
+694,364
| New | +$56.1M | 6.14% | 5 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$2.95K | – | 182 |
|
|
2023
Q3 | $2.95K | Hold |
50
| – | – | ﹤0.01% | 156 |
|
|
2023
Q2 | $3.27K | Sell |
50
-10
| -17% | -$654 | ﹤0.01% | 129 |
|
|
2023
Q1 | $4.06K | Buy |
+60
| New | +$4.06K | ﹤0.01% | 151 |
|