Moss Adams Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moss Adams Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.9M	Buy	1,939,085 +141,624	+8%	+$6.41M	5.49%	4
2026 Q1	$82.5M	Buy	1,797,461 +84,735	+5%	+$3.8M	6.03%	4
2025 Q4	$73.1M	Buy	1,712,726 +131,706	+8%	+$5.83M	5.3%	4
2025 Q3	$68.9M	Buy	1,581,020 +125,244	+9%	+$5.3M	5.38%	4
2025 Q2	$59.4M	Buy	1,455,776 +9,908	+0.7%	+$395K	5.4%	4
2025 Q1	$57M	Buy	1,445,868 +2,786	+0.2%	+$109K	6%	4
2024 Q4	$54.6M	Buy	1,443,082 +54,354	+4%	+$2.16M	5.77%	5
2024 Q3	$56.1M	Buy	+1,388,728	New	+$51.5M	6.14%	5
2023 Q4	–	Sell	-100	Closed	-$2.95K	–	179
2023 Q3	$2.95K	Hold	100	–	–	﹤0.01%	156
2023 Q2	$3.27K	Sell	100 -20	-17%	-$673	﹤0.01%	129
2023 Q1	$4.06K	Buy	+120	New	+$4.07K	﹤0.01%	151

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Moss Adams Wealth Advisors's XLU Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.9% in Q2 2026, buying an estimated $6.41M and bringing the position to 1,939,085 shares worth $87.9M. The position accounts for 5.49% of the portfolio, ranked #4.

Moss Adams Wealth Advisors first reported a position in XLU in Q1 2023 and has held it in 11 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Moss Adams Wealth Advisors held 1,939,085 shares of State Street Utilities Select Sector SPDR ETF worth $87.9M as of Q2 2026.
Moss Adams Wealth Advisors bought 141,624 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.41M.
State Street Utilities Select Sector SPDR ETF made up 5.49% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Moss Adams Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.