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

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 380 shares of XLE stock, worth $30,981. This represents 0.01% of its overall portfolio holdings.

Number of Shares

380

Previous 562 32.38%

Holding current value

$30,981

Previous $48.1 Million 26.24%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$85.7 - $93.96 $15,597 - $17,100	-182 Reduced 32.38%	380 $35.5 Million
Q4 2024 Jan 29, 2025	SELL	$83.32 - $97.27 $1,916 - $2,237	-23 Reduced 3.93%	562 $48.1 Million
Q3 2024 Nov 06, 2024	BUY	$84.35 - $93.39 $10,965 - $12,140	130 Added 28.57%	585 $51.4 Million
Q2 2024 Jul 26, 2024	SELL	$88.04 - $98.08 $6,603 - $7,356	-75 Reduced 14.15%	455 $41.5 Million
Q1 2024 May 08, 2024	SELL	$79.91 - $94.41 $19,977 - $23,602	-250 Reduced 32.05%	530 $50 Million
Q4 2023 Feb 08, 2024	BUY	$81.2 - $91.96 $63,336 - $71,728	780 New	780 $65.4 Million

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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