Atlantic Edge Private Wealth Management, LLC Financial 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 Financial Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,089 shares of XLF stock, worth $56,366. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,089
Previous 1,211 10.07%
Holding current value
$56,366
Previous $63.4 Million 7.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2025
SELL
$51.37 - $54.25 $6,267 - $6,618
-122 Reduced 10.07%
1,089 $58.7 Million
Q1 2025

Apr 29, 2025
SELL
$47.32 - $52.19 $2,366 - $2,609
-50 Reduced 3.97%
1,211 $60.3 Million
Q3 2024

Nov 06, 2024
BUY
$40.84 - $45.74 $4,982 - $5,580
122 Added 10.71%
1,261 $57.1 Million
Q4 2023

Feb 08, 2024
BUY
$31.45 - $37.72 $35,821 - $42,963
1,139 New
1,139 $42.8 Million

Others Institutions Holding XLF

# of Institutions
2,152
Shares Held
760M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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