Atlantic Edge Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Atlantic Edge Private Wealth Management, LLC

$389 Billion
Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 350 shares of XLY stock, worth $80,811. This represents 0.02% of its overall portfolio holdings.

Number of Shares

350

Previous 350 -0.0%

Holding current value

$80,811

Previous $76.1 Million 10.26%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$192.6 - $233.2 $1,926 - $2,332	-10 Reduced 2.78%	350 $69.1 Million
Q4 2024 Jan 29, 2025	SELL	$194.8 - $239.43 $16,168 - $19,872	-83 Reduced 18.74%	360 $80.8 Million
Q3 2024 Nov 06, 2024	BUY	$170.05 - $200.86 $14,114 - $16,671	83 Added 23.06%	443 $88.8 Million
Q2 2024 Jul 26, 2024	SELL	$169.76 - $184.45 $11,034 - $11,989	-65 Reduced 15.29%	360 $65.7 Million
Q1 2024 May 08, 2024	SELL	$170.9 - $185.02 $25,635 - $27,753	-150 Reduced 26.09%	425 $78.2 Million

Q4 2023 Feb 08, 2024	BUY	$148.04 - $181.41 $85,123 - $104,310	575 New	575 $103 Million

Others Institutions Holding XLY

# of Institutions

1,504

Shares Held

89.8M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Atlantic Edge Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History