A detailed history of Milestone Advisory Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 44,683 shares of XLE stock, worth $3.91 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
44,683
Previous 30,781 45.16%
Holding current value
$3.91 Million
Previous $2.5 Million 61.65%
% of portfolio
3.37%
Previous 2.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$79.09 - $93.36 $1.1 Million - $1.3 Million
13,902 Added 45.16%
44,683 $4.04 Million
Q2 2023

Jul 13, 2023

SELL
$76.59 - $87.23 $84,325 - $96,040
-1,101 Reduced 3.45%
30,781 $2.5 Million
Q1 2023

May 12, 2023

SELL
$76.97 - $93.11 $1.07 Million - $1.29 Million
-13,876 Reduced 30.32%
31,882 $2.64 Million
Q3 2022

Oct 12, 2022

SELL
$67.49 - $84.09 $13,497 - $16,818
-200 Reduced 0.44%
45,758 $3.3 Million
Q2 2022

Jul 18, 2022

SELL
$70.66 - $92.28 $973,836 - $1.27 Million
-13,782 Reduced 23.07%
45,958 $3.34 Million
Q1 2022

May 10, 2022

SELL
$57.22 - $78.75 $89,205 - $122,771
-1,559 Reduced 2.54%
59,740 $4.57 Million
Q4 2021

Feb 04, 2022

BUY
$53.01 - $59.14 $16,963 - $18,924
320 Added 0.52%
61,299 $3.4 Million
Q3 2021

Nov 09, 2021

SELL
$45.79 - $54.81 $27,199 - $32,557
-594 Reduced 0.96%
60,979 $3.18 Million
Q2 2021

Aug 13, 2021

BUY
$47.07 - $56.19 $2.9 Million - $3.46 Million
61,573 New
61,573 $3.32 Million
Q3 2020

Oct 27, 2020

SELL
$29.95 - $38.58 $2.69 Million - $3.46 Million
-89,739 Closed
0 $0
Q2 2020

Jul 31, 2020

BUY
$27.62 - $46.86 $2.48 Million - $4.21 Million
89,739 New
89,739 $3.4 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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