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Real Estate Select Sect Spdr shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Real Estate Select Sect Spdr

Tip: Access up to 7 years of quarterly data

All positions including Real Estate Select Sect 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 Real Estate Select Sect Spdr by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $62M 1.5M 42.13
2025-06-30 $54M 1.3M 41.42
2025-03-31 $53M 1.3M 41.85
2023-03-31 $262 7 37.43

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams Wealth Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Phoenix Holdings
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street

View all funds holding Real Estate Select Sect Spdr