Energy Select Sector SPDR shares owned by Milestone Advisory Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Milestone Advisory Partners
from 13F filings
Historical chart of Milestone Advisory Partners investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Milestone Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Milestone Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.0M | 45k | 90.39 |
| 2023-06-30 | $2.5M | 31k | 81.17 |
| 2023-03-31 | $2.6M | 32k | 82.83 |
| 2022-12-31 | $4.0M | 46k | 87.47 |
| 2022-09-30 | $3.3M | 46k | 72.01 |
| 2022-06-30 | $3.3M | 46k | 72.59 |
| 2022-03-31 | $4.6M | 60k | 76.45 |
| 2021-12-31 | $3.4M | 61k | 55.50 |
| 2021-09-30 | $3.2M | 61k | 52.08 |
| 2021-06-30 | $3.3M | 62k | 53.87 |
| 2020-06-30 | $3.4M | 90k | 37.85 |
More positions owned by Milestone Advisory Partners
View all positions for Milestone Advisory Partners