Wealthedge Investment Advisors, LLC Utilities Sector Spdr Transaction History

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q1 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 25,216 shares of XLU stock, worth $2.07 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
25,216
Previous 18,593 35.62%
Holding current value
$2.07 Million
Previous $1.41 Billion 41.29%
% of portfolio
0.9%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$74.7 - $80.27 $494,738 - $531,628
6,623 Added 35.62%
25,216 $1.99 Billion
Q4 2024

Mar 12, 2025
BUY
$74.89 - $82.93 $1.39 Million - $1.54 Million
18,593 New
18,593 $1.41 Billion

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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