SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Moss Adams Wealth Advisors LLC's Holding History (CIK: 0001661245)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,712,726 Value ($000) $73,116 Avg Close — Range —
Q3 2025
Shares 790,510 Value ($000) $68,940 Avg Close — Range —
Q2 2025
Shares 727,888 Value ($000) $59,439 Avg Close — Range —
Q1 2025
Shares 722,934 Value ($000) $57,003 Avg Close — Range —
Q4 2024
Shares 721,541 Value ($000) $54,613 Avg Close — Range —
Q3 2024
Shares 694,364 Value ($000) $56,091 Avg Close — Range —
Q3 2023
Shares 50 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 50 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 60 Value ($000) $4 Avg Close — Range —