Utilities SPDR shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 791k | 87.21 |
| 2025-06-30 | $59M | 728k | 81.66 |
| 2025-03-31 | $57M | 723k | 78.85 |
| 2024-12-31 | $55M | 722k | 75.69 |
| 2024-09-30 | $56M | 694k | 80.78 |
| 2023-09-30 | $2.9k | 50 | 58.94 |
| 2023-06-30 | $3.3k | 50 | 65.44 |
| 2023-03-31 | $4.1k | 60 | 67.70 |
More positions owned by Moss Adams Wealth Advisors
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