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Technology SPDR shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 8.5k 226.22
2024-03-31 $1.9M 9.2k 208.28
2023-12-31 $1.7M 8.8k 192.48
2023-09-30 $1.4M 8.5k 163.92
2023-06-30 $1.5M 8.5k 173.87
2023-03-31 $1.4M 9.0k 151.01
2022-12-31 $1.5M 12k 124.44

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Roblox Corp Cl A Put Option (RBLX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Moss Adams Wealth Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Susquehanna International
LPL Financial
UBS Group
Envestnet Asset Management
Citadel Advisors
Goldman Sachs Group
Churchill Management Corp.
Ameriprise Financial
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Janney Montgomery Scott

View all funds holding Technology SPDR