Adg Wealth Management Group, LLC Utilities Sector Spdr Transaction History

Adg Wealth Management Group, LLC

  • $126 Billion
  • Q3 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 43,507 shares of XLU stock, worth $3.86 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
43,507
Previous 40,506 7.41%
Holding current value
$3.86 Million
Previous $3.31 Billion 14.71%
% of portfolio
3.02%
Previous 2.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,665
Shares Held
155M
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
Track This Portfolio

Track Adg Wealth Management Group, LLC Portfolio

Follow Adg Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adg Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adg Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email