Adg Wealth Management Group, LLC Utilities Sector Spdr Transaction History

Adg Wealth Management Group, LLC

  • $132 Billion
  • Q4 2025

A detailed history of Adg Wealth Management Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 86,745 shares of XLU stock, worth $7.7 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
86,745
Previous 43,507 99.38%
Holding current value
$7.7 Million
Previous $3.79 Billion 2.4%
% of portfolio
2.81%
Previous 3.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$87.89 - $92.9 $3.8 Million - $4.02 Million
43,238 Added 99.38%
86,745 $3.7 Billion
Q3 2025

Oct 14, 2025
BUY
$81.14 - $87.32 $243,501 - $262,047
3,001 Added 7.41%
43,507 $3.79 Billion
Q2 2025

Aug 05, 2025
BUY
$73.09 - $82.77 $2.96 Million - $3.35 Million
40,506 New
40,506 $3.31 Billion
Q4 2024

Feb 05, 2025
BUY
$74.89 - $82.93 $3.24 Million - $3.58 Million
43,207 New
43,207 $3.27 Billion

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
167M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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