A detailed history of Milestone Advisory Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 82,871 shares of XLF stock, worth $4.02 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
82,871
Previous 82,747 0.15%
Holding current value
$4.02 Million
Previous $2.79 Million 1.47%
% of portfolio
2.29%
Previous 2.53%

Shares

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

Nov 08, 2023

BUY
$33.17 - $35.6 $4,113 - $4,414
124 Added 0.15%
82,871 $2.75 Million
Q2 2023

Jul 13, 2023

SELL
$31.55 - $33.71 $856,929 - $915,597
-27,161 Reduced 24.71%
82,747 $2.79 Million
Q1 2023

May 12, 2023

SELL
$30.98 - $37.0 $843,554 - $1.01 Million
-27,229 Reduced 19.86%
109,908 $3.53 Million
Q4 2022

Jan 24, 2023

SELL
$30.29 - $36.31 $80,934 - $97,020
-2,672 Reduced 1.91%
137,137 $0
Q3 2022

Oct 12, 2022

SELL
$30.36 - $35.81 $1.76 Million - $2.07 Million
-57,919 Reduced 29.29%
139,809 $4.25 Million
Q2 2022

Jul 18, 2022

SELL
$30.84 - $38.22 $1.28 Million - $1.59 Million
-41,502 Reduced 17.35%
197,728 $6.3 Million
Q1 2022

May 10, 2022

SELL
$35.66 - $41.42 $370,899 - $430,809
-10,401 Reduced 4.17%
239,230 $9.17 Million
Q4 2021

Feb 04, 2022

SELL
$37.54 - $40.62 $437,866 - $473,791
-11,664 Reduced 4.46%
249,631 $9.75 Million
Q3 2021

Nov 09, 2021

SELL
$35.11 - $39.0 $34,829 - $38,688
-992 Reduced 0.38%
261,295 $9.81 Million
Q2 2021

Aug 13, 2021

BUY
$34.47 - $38.47 $1.83 Million - $2.04 Million
53,127 Added 25.4%
262,287 $9.62 Million
Q1 2021

Apr 28, 2021

BUY
$28.95 - $34.77 $2.22 Million - $2.67 Million
76,723 Added 57.93%
209,160 $7.12 Million
Q4 2020

Jan 25, 2021

BUY
$23.61 - $29.48 $1.2 Million - $1.5 Million
50,757 Added 62.14%
132,437 $3.9 Million
Q3 2020

Oct 27, 2020

BUY
$22.68 - $25.49 $1.85 Million - $2.08 Million
81,680 New
81,680 $1.97 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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More about XLF
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