Atlantic Edge Private Wealth Management, LLC Utilities Sector Spdr Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 395 shares of XLU stock, worth $35,060. This represents 0.01% of its overall portfolio holdings.

Number of Shares
395
Previous 320 23.44%
Holding current value
$35,060
Previous $26.1 Million 31.82%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$81.14 - $87.32 $6,085 - $6,548
75 Added 23.44%
395 $34.4 Million
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $21,654 - $25,849
320 New
320 $25.9 Million

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
161M
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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