Milestone Advisory Partners Energy Sector Spdr Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

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 $4.13 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

44,683

Previous 30,781 45.16%

Holding current value

$4.13 Million

Previous $2.5 Million 61.65%

% of portfolio

3.37%

Previous 2.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,179

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.

Account

Milestone Advisory Partners Energy Sector Spdr Transaction History