Ae Wealth Management LLC Utilities Sector Spdr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ae Wealth Management LLC holds 30,742 shares of XLU stock, worth $2.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,742
Previous 24,220 26.93%
Holding current value
$2.75 Million
Previous $1.98 Million 35.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 03, 2025
BUY
$81.14 - $87.32 $529,195 - $569,501
6,522 Added 26.93%
30,742 $2.68 Million
Q2 2025

Aug 06, 2025
SELL
$73.09 - $82.77 $298,865 - $338,446
-4,089 Reduced 14.44%
24,220 $1.98 Million
Q1 2025

May 06, 2025
BUY
$74.7 - $80.27 $220,365 - $236,796
2,950 Added 11.63%
28,309 $2.23 Million
Q4 2024

Feb 13, 2025
SELL
$74.89 - $82.93 $5.78 Million - $6.4 Million
-77,143 Reduced 75.26%
25,359 $1.92 Million
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $5.55 Million - $6.63 Million
82,078 Added 401.87%
102,502 $8.28 Million
Q2 2024

Aug 12, 2024
SELL
$62.77 - $72.87 $47,830 - $55,526
-762 Reduced 3.6%
20,424 $1.39 Million
Q1 2024

May 15, 2024
SELL
$59.95 - $65.65 $7.13 Million - $7.81 Million
-118,935 Reduced 84.88%
21,186 $1.39 Million
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $8.87 Million - $10.4 Million
-157,785 Reduced 52.96%
140,121 $8.87 Million
Q3 2023

Oct 11, 2023
BUY
$58.83 - $68.46 $1 Million - $1.17 Million
17,039 Added 6.07%
297,906 $17.6 Million
Q2 2023

Jul 10, 2023
SELL
$64.34 - $69.97 $12 Million - $13.1 Million
-187,237 Reduced 40.0%
280,867 $18.4 Million
Q1 2023

Apr 14, 2023
BUY
$63.7 - $72.08 $6.93 Million - $7.84 Million
108,799 Added 30.28%
468,104 $31.7 Million
Q4 2022

Jan 31, 2023
BUY
$61.52 - $72.67 $5.97 Million - $7.06 Million
97,087 Added 37.03%
359,305 $25.3 Million
Q3 2022

Oct 25, 2022
BUY
$65.51 - $78.12 $1.96 Million - $2.34 Million
29,919 Added 12.88%
262,218 $17.2 Million
Q2 2022

Aug 03, 2022
BUY
$64.87 - $76.96 $3.19 Million - $3.79 Million
49,223 Added 26.89%
232,299 $16.3 Million
Q1 2022

Apr 18, 2022
SELL
$65.03 - $74.54 $209,006 - $239,571
-3,214 Reduced 1.73%
183,076 $13.6 Million
Q4 2021

Jan 20, 2022
BUY
$63.88 - $71.58 $3.56 Million - $3.99 Million
55,684 Added 42.64%
186,290 $13.3 Million
Q3 2021

Nov 01, 2021
BUY
$63.56 - $70.07 $1.22 Million - $1.35 Million
19,217 Added 17.25%
130,606 $8.34 Million
Q2 2021

Jul 21, 2021
BUY
$63.23 - $67.72 $4.09 Million - $4.38 Million
64,620 Added 138.17%
111,389 $7.04 Million
Q1 2021

Apr 27, 2021
BUY
$58.36 - $64.15 $891,565 - $980,019
15,277 Added 48.51%
46,769 $3 Million
Q4 2020

Feb 01, 2021
SELL
$59.98 - $66.76 $847,877 - $943,719
-14,136 Reduced 30.98%
31,492 $1.98 Million
Q3 2020

Nov 06, 2020
BUY
$56.7 - $61.49 $1.54 Million - $1.67 Million
27,180 Added 147.33%
45,628 $2.71 Million
Q2 2020

Aug 05, 2020
SELL
$51.79 - $62.83 $337,152 - $409,023
-6,510 Reduced 26.08%
18,448 $1.04 Million
Q1 2020

May 07, 2020
BUY
$44.93 - $70.98 $105,495 - $166,661
2,348 Added 10.38%
24,958 $1.38 Million
Q4 2019

Jan 15, 2020
BUY
$61.37 - $64.82 $109,606 - $115,768
1,786 Added 8.58%
22,610 $1.46 Million
Q3 2019

Nov 05, 2019
SELL
$62.5 - $64.93 $527,437 - $547,944
-8,439 Reduced 28.84%
20,824 $1.35 Million
Q2 2019

Jul 22, 2019
BUY
N/A
19,749 Added 207.58%
29,263 $1.75 Million
Q1 2019

May 14, 2019
SELL
N/A
-2,853 Reduced 23.07%
9,514 $553,000
Q4 2018

Feb 15, 2019
SELL
N/A
-7,557 Reduced 37.93%
12,367 $654,000
Q3 2018

Nov 14, 2018
BUY
N/A
15,812 Added 384.53%
19,924 $1.05 Million
Q2 2018

Aug 15, 2018
BUY
N/A
4,112 New
4,112 $214,000
Q1 2018

May 14, 2018
SELL
N/A
-4,135 Closed
0 $0
Q4 2017

Feb 06, 2018
SELL
N/A
-2,233 Reduced 35.07%
4,135 $218,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,262 Added 55.09%
6,368 $338,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,106
4,106 $213,000

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
153M
Call Options Held
15.2M
Put Options Held
33.4M
View Full List

About UTILITIES SECTOR SPDR

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