Adams Wealth Management Utilities Sector Spdr Transaction History

Adams Wealth Management

  • $420 Million
  • Q3 2025

A detailed history of Adams Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Adams Wealth Management holds 34,365 shares of XLU stock, worth $3.05 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
34,365
Previous 38,609 10.99%
Holding current value
$3.05 Million
Previous $3.15 Million 4.95%
% of portfolio
0.71%
Previous 0.66%

Shares

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

Nov 14, 2025
SELL
$81.14 - $87.32 $344,358 - $370,586
-4,244 Reduced 10.99%
34,365 $3 Million
Q2 2025

Sep 25, 2025
BUY
$73.09 - $82.77 $63,661 - $72,092
871 Added 2.31%
38,609 $3.15 Million
Q1 2025

May 13, 2025
BUY
$74.7 - $80.27 $2.82 Million - $3.03 Million
37,738 New
37,738 $2.98 Million

Others Institutions Holding XLU

# of Institutions
1,671
Shares Held
156M
Call Options Held
15.2M
Put Options Held
35.1M
View Full List

About UTILITIES SECTOR SPDR

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