Milestone Asset Management, LLC Energy Sector Spdr Transaction History

Milestone Asset Management, LLC

$470 Billion
Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 6,841 shares of XLE stock, worth $557,746. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,841

Previous 6,661 2.7%

Holding current value

$557,746

Previous $571 Million 12.03%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$85.7 - $93.96 $15,426 - $16,912	180 Added 2.7%	6,841 $639 Million
Q4 2024 Jan 23, 2025	SELL	$83.32 - $97.27 $110,398 - $128,882	-1,325 Reduced 16.59%	6,661 $571 Million
Q3 2024 Oct 25, 2024	BUY	$84.35 - $93.39 $28,932 - $32,032	343 Added 4.49%	7,986 $701 Million
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $148,963 - $165,951	-1,692 Reduced 18.13%	7,643 $697 Million
Q1 2024 Apr 23, 2024	BUY	$79.91 - $94.41 $479,300 - $566,271	5,998 Added 179.74%	9,335 $881 Million
Q4 2023 Jan 23, 2024	SELL	$81.2 - $91.96 $152,331 - $172,516	-1,876 Reduced 35.99%	3,337 $280 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $412,296 - $486,685	5,213 New	5,213 $462 Million
Q4 2022 Feb 06, 2023	BUY	$76.09 - $94.08 $233,368 - $288,543	3,067 New	3,067 $278 Million

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Milestone Asset Management, LLC Energy Sector Spdr Transaction History