Atlantic Edge Private Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.8K	Hold	790	–	–	0.01%	284
2026 Q1	$36.3K	Hold	790	–	–	0.01%	266
2025 Q4	$33.7K	Hold	790	–	–	0.01%	262
2025 Q3	$34.4K	Buy	790 +150	+23%	+$6.34K	0.01%	245
2025 Q2	$26.1K	Hold	640	–	–	0.01%	264
2025 Q1	$25.2K	Hold	640	–	–	0.01%	257
2024 Q4	$24.2K	Hold	640	–	–	0.01%	255
2024 Q3	$25.9K	Buy	+640	New	+$23.7K	0.01%	241

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atlantic Edge Private Wealth Management's XLU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 790 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #284.

Atlantic Edge Private Wealth Management first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.3K in Q1 2026. 654 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Atlantic Edge Private Wealth Management held 790 shares of State Street Utilities Select Sector SPDR ETF worth $35.8K as of Q2 2026.
Atlantic Edge Private Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #284 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Atlantic Edge Private Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $36.3K in Q1 2026.
654 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.